FUND MANAGERS

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 ...

Financial planning

Investors in socially responsible investments (SRI) will lose about 0.7 per cent per year on their investments compared to mainstream investments according to a report re...

Financial planning

Investors in socially responsible investments (SRI) will lose about 0.7 per cent per year on their investments compared to mainstream investments according to a report re...

Financial planning

A turf war between fund managers in New Zealand has triggered intervention from the Securities Commission....

Financial planning

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

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 ...

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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 3 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....

3 weeks 4 days ago

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

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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