RETAIL FUNDS
Financial planning
Superannuation assets rose 3.2 per cent to reach just shy of $550 billion at the end of the September quarter 2003, according to the Australian Prudential Regulation Auth...
Financial planning
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
Financial planning
Master trusts are continuing to outstrip their traditional retail fund counterparts in terms of asset grow and fund flows according to actuary and research firm Plan For ...
Editorial
The announcement of a healthy 15.6 per cent growth in funds under administration for St George-owned Sealcorp over the past twelve months today has significantly boosted ...
Financial planning
Colonial First State has suffered a series of large outflows in key retail funds which has been masked by the success of FirstChoice which has shown record growth rocketi...
Financial planning
Less than stellar investment returns over the past two years have reignited the industry superannuation fund versus retail fund fee debate. Craig Phillips reports....
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Financial planning
Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment manager....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Financial planning
China’s fledgling asset management marketplace will eclipse the more established Hong Kong market in size by the end of the year when it will boast US$26.7 billion in ret...
Financial planning
UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...
Financial planning
Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...
Financial planning
Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...
Editorial
Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....
Rate the raters
This year marks the second year that Money Management has undertaken the Rating the Raters Survey which was carried out in conjunction with the Tom Collins Consultancy. T...
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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...