FUND MANAGERS

Financial planning

There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...

Financial planning

A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...

Editorial

The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....

Financial planning

The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....

Financial planning

The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...

Financial planning

Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....

Rate the raters

The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...

Financial planning

Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...

Financial planning

Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....

Financial planning

Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....

Funds management

A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....

Editorial

Former managing director and publisher of Morningstar Australia, Graham Rich has resurfaced in the financial services industry with a business venture that will capitalis...

Financial planning

The New Zealand Government’s plans to establish a multi-billion dollar fund to help pay for some of the future costs on the state pension have been supported by the Inter...

Financial planning

APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...

Financial planning

Listed financial services group Fiducian Portfolio Services has finalised an agreement with Challenger to launch complying annuities products to its network of financial ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago