FUND MANAGERS
Funds management
Proposed changes to the All Ordinaries Index will allow better comparisons of fund managers and their claimed styles, according to industry pundits....
Financial planning
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Financial planning
Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....
Funds management
Macquarie Investment Management is to open up its private equity fund of funds MAIT (Macquarie Alternative Investment Trust) to retail in-vestors for the first time in ea...
Funds management
Fund managers must have the right people running their outsourcing services if they want to maintain their distribution relationships with financial planners. "Financial...
Financial planning
A cheaper way of reaching rural advisers around Australia has been launched by AM Corporation with its Internet conferencing service. The service, claimed to be a first f...
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
Financial planning
A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Managing Investments Act (MIA), accordin...
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
Financial planning
In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...
Financial planning
Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family member, rather than advertising, a new ASSIRT/...
Financial planning
Australia's managed funds industry is poised to break through the $500 billion for the first time....
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
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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...