FUND MANAGERS

Funds management

Ratings house Zenith has created a new “unconstrained” fixed interest sub-category in its 2014 Global Fixed Interest Sector Report....

Financial planning

Fund manager Insync makes strategies hires, including BDM....

Funds management

Some Australian-based fund managers have been forced to refine their distribution strategies as a result of consolidation in the financial planning sector - something whi...

Financial planning

Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...

Editorial

Speculation is always a hazardous game in financial services, but as George Lucas explains, this year the odds are stacked in favour of growth and prosperity. ...

Funds management

Despite the promise of lower costs, emulation funds have little benefit over their more liquid counterparts in the short term, research shows. ...

Funds management

Listed managed fund trading service to be operational in first half of this year....

Funds management

Equity income funds have become increasingly sophisticated, as van Eyk Research awards the first AA rating in this sector....

Editorial

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

Editorial

There are signs of unwarranted and excessive enthusiasm in the listed investment companies market that could ultimately leave some participants with burnt fingers, writes...

Superannuation

New Sydney University research suggests there are few barriers preventing super funds making investments that seek social and environmental outcomes....

Financial planning

Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....

Funds management

Fund managers must adopt a more risk averse approach to managing equity as the population ages, a fund manager believes....

Funds management

Fragmented and highly regulated markets in the Asia Pacific region are making it increasingly difficult for growth-hungry fund managers to expand their reach, a survey ha...

Funds management

Managers with diversified investments strategies are using more beta positions and asset allocation moves to boost portfolios....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo