FUND MANAGERS

Financial planning

Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...

Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

Editorial

Sean Fenton looks at the merit of long/short investment styles in today’s volatile markets. ...

Funds management

Legal firm Hall and Wilcox is concerned Australian fund managers will find it tough to implement the new premium investor visa....

People & Products

SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...

Funds management

Portfolio strategies used by equity fund managers in Australia do not always match their stated investment philosophies, new research by the CIFR reveals....

Financial planning

The FSC welcomed the China-Australia free trade agreement, saying it will give fund managers direct access to China and boost the nations’ financial services trade....

Funds management

Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....

Financial planning

Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...

Financial planning

Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...

Financial planning

The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....

Financial planning

AFM launches online tool intended simplify managed fund application processes. ...

Financial planning

Fund managers and superannuation funds will be required to make changes in the reporting of taxation that will be comparable in scope with those made for SuperStream unde...

Rate the raters

While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...

Rate the raters

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week ago
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