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FUND MANAGERS
Financial planning
These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...
Financial planning
French financial services giant CDC IXIS is planning to launch a number of international funds in Australia during the next couple of months....
Financial planning
The longer he is in the industry the closer Nick Bruining gets to the heart of it all. For his first column of the new year he takes off his party hat and outlines plans ...
Financial planning
St George will offer investments in emerging fund managers after rolling out Ascalon Capital Managers, a venture capital vehicle pitched at institutions and high net wort...
Funds management
Listed financial services group Challenger International has joined the growing list of fund managers to enter the hedge fund marketplace, launching a long / short Austra...
Financial planning
While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...
Financial planning
Morningstar research has today acted to deny speculation that it is set to abandon the publication of qualitative research in the wake of the departure of its Australian ...
Financial planning
SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...
Financial planning
BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....
Financial planning
More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....
Financial planning
Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...
Financial planning
Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...
Financial planning
A dearth in the willingness of fund managers to engage in fee based competition has placed a dampener on efforts to reduce investment fees over the last six months, accor...
Funds management
Merrill Lynch Investment Management (MLIM) are on track to be the next managers to offer a hedge fund product, with the Merrill Lynch Strategic Absolute Return Fund due l...
Financial planning
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
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MARKET INSIGHTS
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...