FUNDS MANAGEMENT
Superannuation
SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....
People & Products
Australian Unity Investments has appointed Kate Hoare as its fourth senior investment executive....
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....
Rate the raters
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 ...
Rate the raters
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...
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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...