RETAIL FUNDS
Financial planning
Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...
Funds management
The Australian Prudential Regulation Authority (APRA) will be conducting further research into the poor performance of retail superannuation funds after a survey released...
Financial planning
Absolute Capital has launched three of its retail funds into the New Zealand market with plans to launch a wholesale product in February next year....
Editorial
AVANTEOS appears to have nosed in front of its competitors on its wrap platform development....
Financial planning
The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...
Financial planning
The retail managed fund market shrunk by 1.8 per cent to $291.1 billion in the June quarter of this year, figures released today by research group Plan-For-Life show....
Financial planning
UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...
Financial planning
Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...
Financial planning
Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...
Financial planning
The ANZ Bank will look to double its adviser sales force to over 600 within three years after it was confirmed yesterday that its in-house financial planners would not be...
Rate the raters
<i>Money Management</i><i>’</i><i>s </i>‘Rating the Raters’ survey was carried out in conjunction with Tom Collins from the Tom Collins Consultancy....
Funds management
Citigroup Asset Management has signalled the end of its direct management of retail funds after pulling out of managing the funds of the flagship retail superannuation o...
Financial planning
Colonial First State Investments will next week boost its adviser commissions on entry fees for retail funds by a further 20 per cent, giving advisers the full 100 per ce...
Financial planning
Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...
Financial planning
BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....
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...