ASSET ALLOCATION
Financial planning
In a bid to assist planners to come to terms with the ‘Know Your Client’ provision of the new Financial Services Reform Act licensing regime, Coddington Finance Corporati...
Financial planning
Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....
Financial planning
Consistent outperformance across a range of asset classes was the key to accolades in the multi-sector category of the 2002 Fund Manager of the Year awards....
Financial planning
Despite crunching the numbers on managed funds, Lynne Curtis says 5Di will go beyond fund research and offer planners and clients a new take on investments. JASON SPITS r...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
Financial planning
Partnership Planning head of research Lynne Curtis has left the group to start an independent funds management and asset allocation research group....
Financial planning
Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...
Financial planning
Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....
Financial planning
Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....
Funds management
Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....
Financial planning
AMP Henderson has taken its first step into multi-manager investment through an alliance with asset consultants William M Mercer....
Financial planning
Don Hamson is to take over as Westpac Financial Services (WFS) chief investment officer, following the move of Shaun Mays to sole managing director of the group....
Financial planning
Credit Suisse Asset Management (Australia) chief investment officer Tim Ryan has resigned, citing personal reasons for his sudden departure....
Financial planning
Macquarie Bank has introduced an individually managed account service into the Australian market, based on the popular United States wrap model....
Financial planning
Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment managem...
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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...