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FUNDS MANAGEMENT
Editorial
With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....
Financial planning
Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....
People & Products
Former Count Financial managing director Andrew Gale has joined specialist corporate advisers Chase Corporate Advisory as executive director....
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Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...
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Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Financial planning
Foreign investors will be exempt from paying tax when using an Australian fund manager under the Investment Manager Regime which passed through Parliament yesterday....
Superannuation
Many investors who invest in a managed fund that has to-date demonstrated strong performance are destined to be disappointed by its subsequent performance, according to a...
Funds management
Managed fund outperformance rarely lasts for more than a few years before it 'peters out', according to research conducted by van Eyk....
Financial planning
AMP Capital's core property fund has received a four-star rating from S&P after being placed on hold in March....
Financial planning
With the ASX considering the final look of its new listed managed fund service, questions remain over whether Aqua II will attract wholesale fund managers to make the lea...
Funds management
An ASIC review of unlisted property managed investment scheme responsible entities has pointed to some deficits and an ongoing review program....
Funds management
Growth funds were down over the second quarter of 2012 while income-focused options fared better, according to Morningstar's latest managed fund performance report....
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
People & Products
Schroders Investment Management has announced the appointment of Stuart Dear as a fund manager within its fixed income and multi-asset team....
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...