FUNDS MANAGEMENT
Funds management
Investing in volatility is unlikely to bring investors the rewards they may expect with the financial climate in Europe still so uncertain, according to former Perpetual ...
Funds management
Almost all major managed fund categories reviewed by Morningstar leapt ahead in the first quarter of 2012, with small companies funds the standout....
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....
Never miss the latest news and developments in wealth management industry
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...