morningstar

Financial planning

FlexiPlan's $6 billion man: Mulcahy's five year plan

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

Macquarie builds from the bottom up

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...

Financial planning

Business as usual for BT - under Principal's wing

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

The lessons of a decade of fund choice in the US

In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...

Financial planning

Tyndall on hold in wake of executive departures

Research group van Eyk has issued a hold recommendation on all Tyn-dall Investment Management products, following the departure of a number of key Tyndall executives....

Financial planning

BTFM investments left on hold

Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge....

Financial planning

Colonial First State’s philosophy is a winner

Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the pan. Zilla Efrat looks behind the group's impressive numbers and...

Financial planning

Investors chase tomorrow’s feather duster

Today's stars are often tomorrow's average performers....

Financial planning

FPG gets backing from rising star

Trans-Tasman research group, FPG Research has signed a joint venture deal with US giant Morningstar to supply managed funds data to the Australasian market under the Morn...