FUND MANAGERS

Rate the raters

While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...

Rate the raters

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

Funds management

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

Editorial

Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....

Financial planning

The FSC said Australian funds managers will gain cross-border access, and the financial services sector will benefit from the Japan Australia Economic Partnership Agreeme...

Financial planning

Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....

Funds management

THE process Lonsec implemented to select the winners for each award category is consistent with last year's process and consisted of three primary components....

Funds management

The finesse of an experienced investment team can be the difference between outperforming and underperforming, even in tough market circumstances. ...

Funds management

Fund managers should focus on investing in stocks they are confident in instead of hedging their bets through diversification strategies, an academic believes....

Funds management

Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...

Financial planning

OneVue undertakes rebrand with new logo and extended services....

Funds management

Treasury Group takes equity stake in former Macquarie Group private equity funds management business....

Superannuation

Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....

Editorial

Socially responsible investing is more complex than simply distinguishing ‘good’ companies from ‘bad’ companies, writes Bruce Smith. ...

Financial planning

A new planning association has been launched, promising to help advisers deliver real return strategies against the backdrop of increasing regulation. ...

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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’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 4 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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