FUND MANAGERS
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...
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Financial planning
The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...
Financial planning
China is emerging as one of the biggest opportunities for fund managers looking to spread beyond their own geographical boundaries. ...
Financial planning
Fund managers should take a bigger role in social issues facing Australia, according to Investment and Financial Services Association (IFSA) chief executive Lynn Ralph....
Financial planning
Fund managers worried that consumer pressure will force a squeeze on margins can breath a sigh of relief over a survey commissioned by the Investment and Financial Servic...
Financial planning
Andrew Mohl has added his voice to the chorus of fund managers calling on the government to allow equity and property investments to form part of lifetime annuity product...
Financial planning
BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....
Financial planning
The growth of investing globally is being accompanied by an increase in information, much of it overwhelming, which is the result of more stringent disclosure. According ...
Editorial
Despite the best efforts to create an international investment hub in Australia, the local industry is still tied to what happens in the traditional markets of Europe and...
Financial planning
Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...
Financial planning
Sealcorp will begin to rebate fees to clients who have investments placed through the Asgard master trust according to Sealcorp chief executive Ian Knox....
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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...