Investors call planners to charge performance-based fees

Investors call planners to charge performance-based fees Thursday, 26 August 2010 11:50am Performance-based fees have traditionally been the domain of fund managers - but research shows a growing number of investors are urging financial planners to start adopting this fee structure. Mark Johnston, principal of research firm Investment Trends and speaker at this morning's Rainmaker [...]

By | August 26th, 2010|Uncategorized|0 Comments

Planners flock to direct equities

Planners flock to direct equities Driven by client demand Victoria Papandrea By Victoria Papandrea Tue 17 Aug 2010 Advisers are increasingly turning to direct equity investments for new client funds, according to an Investment Trends report. Financial planners are increasingly turning to direct equity investments for new client funds, according to the latest report from [...]

By | August 16th, 2010|Uncategorized|0 Comments

More planners bypass managed funds: study

More planners bypass managed funds: study Tuesday, 17 August 2010 1:10pm Fund managers are put on notice in a recent investment study that found a growing number of planners are placing their clients' funds into direct shares, ETFs, REITs and SMAs, leaving only a fraction of inflows into traditional managed funds. The survey pooled the [...]

By | August 16th, 2010|Uncategorized|0 Comments