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FUND MANAGERS
Financial planning
Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...
Financial planning
The Australian managed fund industry is bracing itself for the repercussions of the terrorist attacks in the US as investors respond to the crisis by looking for safe hav...
Financial planning
Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...
Financial planning
Ethical investing is a great way for financial planners to sign up younger clients, co-chair of the Ethical Investment Association Janice Carpenter says....
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
Financial planning
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
Financial planning
Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...
Editorial
The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...
Financial planning
The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....
Financial planning
Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....
Financial planning
A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...
Financial planning
AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...
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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...