Fiona Moore

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Financial planning

20 Jun

Commonwealth/Colonial leads the pack

The March quarter market share results from both Morningstar/ Plan for Life and Assist demonstrates the volume of money currently flowing into the united groups....

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...

Financial planning

20 Jun

Westpac/Rothschild reveal integration team

ROTHSCHILD Australia Asset Management’s former head of institutional Patricia Curtain and Westpac’s general manager of consumer risk Chris Smith have been appointed the j...

Financial planning

20 Jun

Asgard offers incentives to use eWRAP

Asgard has introduced a number of measures aimed at motivating advisers to have a closer look at its new wrap service, the eWRAP....

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...

Financial planning

20 Jun

Fiducian buys out Bodinnars

Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....

People & Products

20 Jun

Rothschild recruits investment team

The first major part of the integration of Westpac Investment Management (WIM) and Rothschild Australia Asset Management (RAAM) has been finalised with the appointment of...

Financial planning

18 Jun

Using planners as bait wins market share

Planners need to spend more time marketing themselves and less on brand awareness campaigns....

Financial planning

06 Jun

MLC gears up for $200m spend

MLC has dedicated 150 of its staff to formulate the design of a project to utilise the $200 million committed to the group’s wealth management operations by National Aust...

Financial planning

04 Jun

Australian Ethical Investment wins SRI award

Australian Ethical Investment (AEI) has won the Socially Responsible Investment (SRI) Banksia Environmental Award in recognition for its innovation and leadership in envi...