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FUNDS MANAGEMENT
Financial planning
Boutique funds management house Bennelong has made its Kardinia Absolute Return Fund available to retail investors....
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
Financial planning
Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....
Financial planning
The Federal Opposition has claimed answers provided by Treasury officials have confirmed government inaction is denying Australian fund managers the opportunity to access...
Funds management
Morningstar has released its Sector Wrap-Up for small-caps, awarding just one of 35 strategies its highest accolade while reinforcing the need for fund managers to incorp...
Editorial
Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...
Financial planning
Standard & Poor's Fund Services announced that it had this week assigned ratings to various sibling funds managed by a range of fund managers....
Policy & Regulation
Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...
Editorial
A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...
Funds management
Macquarie Private Portfolio Management's managed accounts have been added to the APLs of more than 30 dealer groups over the past year....
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Financial planning
Independent transaction network, Calastone, which launched in Australia in January, has added Investors Mutual Limited to its client list....
Financial planning
Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....
Financial planning
A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...
Financial planning
A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...
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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...