FUNDS MANAGEMENT
Superannuation
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
Funds management
The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Editorial
Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....
Superannuation
Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....
Funds management
HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Editorial
Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....
Editorial
van Eyk's Jonathan Ramsay gives investors some tips for determining whether a fund manager will outperform....
Financial planning
Select Asset Management part of foundation alliance for nascent Winston Capital Partners....
Funds management
A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...
Funds management
Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....
Superannuation
Over the 12 months to 30 September, Challenger's funds management business has grown its total FUM by 27 per cent to $32.6 billion....
Editorial
Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....
Funds management
Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....
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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...