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FUND MANAGERS
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
Financial planning
The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...
Financial planning
The Morningstar research house has announced sweeping changes to its rating of fund managers and their funds in Australia, less than one week after dismissing its head of...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
Newly launched boutique funds management group Select Asset Management is looking to release two funds as part of its strategy to establish itself as an ‘absolute return’...
Financial planning
Sealcorp Holdings has announced that it has sold off the Wealthpoint name and fully reabsorbed Assirt Research bringing the ownership of the latter full circle after it w...
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...
Financial planning
Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...
Financial planning
DAVID Attenborough, looking at the financial planning landscape in the early 1990s, would have noted how the scene was dominated by relatively small, independent packs of...
Financial planning
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
Financial planning
As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...