APPOINTMENTS

Funds management

Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...

Funds management

Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...

People & Products

Prime Minister John Howard has announced the make-up of his new government ministry, prompted by the retirement of former Defence Minister and Leader of the Government in...

Financial planning

IWL-owned research house InvestorWeb, Melbourne-based research house Lonsec and platform provider Navigator have extracted replacement funds analysts from what various in...

Financial planning

Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...

Financial planning

Financial planning group Centric Wealth has made four new appointments following the merger of the Berkley Group and Centrestone Wealth Advisers....

Financial planning

The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...

Funds management

Zurich Financial Services Australia has appointed boutique manager Renaissance Asset Manager to run its specialist listed property securities managed fund, which has more...

Financial planning

As part of a revamped strategy for the Commonwealth Bank-owned dealer group, Financial Wisdom has restructured its executive team and rolled out a range of new initiative...

Financial planning

Web Abstract long compulsory...

Financial planning

AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....

Financial planning

The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...

Financial planning

A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...

People & Products

AMP Financial Planning has appointed two regional managers to lead its new field support teams in NSW and ACT....

Funds management

Perennial Investment Partners has appointed Clay Carter as senior portfolio manager in its global equities boutique....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 11 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 15 hours ago