MORNINGSTAR
Financial planning
Morningstar has vowed to fight ASSIRT’s launch of a star ratings system for managed funds....
Financial planning
ASSIRT has made an aggressive play in the research market with the introduction of star ratings for managed funds....
Financial planning
New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
Financial planning
Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...
Financial planning
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...
Financial planning
In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...
Financial planning
FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....
Financial planning
With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...
Financial planning
Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, with just under $231 million poure...
Financial planning
Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...
Financial planning
Bankers Trust (BT) has suffered its lowest quarterly net inflow to its Australian retail unit trusts in two years during the March 1999 quarter, according to Morningstar'...
Financial planning
New Zealand domiciled managed funds investing in Australian and New Zealand equities have filled the majority of Morningstar's list of top ten performers for the quarter ...
Financial planning
The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...
Financial planning
Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....
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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...