Fiona Moore

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Financial planning

04 Jul

Assirt loses head of research

After just four months in the job, Assirt’s head of research John Parrish has resigned, unsure whether he will stay in the research industry....

Financial planning

03 Jul

BT formalises closer ties with Principal

The asset management arm of the BT group will be re-branded in the coming months to Principal Global Investors (PGI) as part of the global integration of Principal and BT...

Financial planning

01 Jul

Senate goes soft on super reform

The superannuation sweeteners announced by the Government in the May budget have been passed by the Senate, while more fundamental reforms, such as a reduction in the sur...

Financial planning

27 Jun

Rothschild names senior management team

Rothschild Australia Asset Management (RAAM) has today announced the senior management team to head of its combined funds management venture with the Westpac Bank, reveal...

Financial planning

27 Jun

Lonsec enters margin lending market

Lonsdale Securities (Lonsec) has entered the margin lending market with the launch of two Margin Lending Recommended Portfolios based on its Model Equity Portfolio....

Financial planning

21 Jun

Tassie firm takes on the mainland

Taking a financial planning business to a national level requires a robust business model and determination to match. FIONA MOORE reports on how a 78-year-old stockbrokin...

Financial planning

20 Jun

Multi-managers set the record straight

There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...

Financial planning

20 Jun

SMAs set to undermine master trusts

The arrival of separate accounts will put further pressure on master trusts to reduce fees. As FIONA MOORE reports, master trusts could learn from separately managed acco...

Financial planning

20 Jun

STP e-commerce race hits top gear

The highly competitive race to become the pre-eminent provider of straight through processing services to the Australian managed fund market came to a head last week, wit...

Funds management

20 Jun

Banks and fund managers pair up

The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...