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FUND MANAGERS
Financial planning
HEAD of the Tom Collins Consultancy, Tom Collins, has launched an online document management hub called Offerdox....
Funds management
The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...
Financial planning
IF YOU as a financial services professional think consumers have some way to go in understanding the nature of investments and the provision of advice, get ready for a bu...
Editorial
Australia’s funds management community is in the midst of a dramatic slump in profits and revenue, the latest annual Investment and Financial Services Association (IFSA) ...
Financial planning
Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...
Funds management
Fund managers have thrown their support behind independent research trips with a number set to join a group of planners heading to the US and the UK later this year....
Financial planning
ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...
Financial planning
Research house Morningstar today released a Business and Management Strenth (BMS) rating on AXA Australia, scoring the group with a mark of three representing a place in ...
Financial planning
MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....
Financial planning
While SRIs have been an attractive option for many investors, the honeymoon may well be over. KATE KACHOR reports on what effect the current insurance crisis and the publ...
Financial planning
In an industry that has adopted ‘diversity’ as its mantra, KATE KACHOR found it wasn’t hard to find differing opinions when asking industry experts to pick sides in the r...
Financial planning
Who will pay for the costs of implementing the Financial Services Reform Act is a question that has been lost in the noise of the rollout of the Act. JASON SPITS examines...
Editorial
The success of Australia’s Listed Property Trust (LPT) sector is driving the products, and those who invest in them, increasingly offshore. GEORGE LIONDIS reports....
Financial planning
Sealcorp chief executive Ian Knox has called for a comprehensive review of “soft dollar revenues” across the financial services industry....
Financial planning
Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...