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ASSET ALLOCATION

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...

Financial planning

Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....

Financial planning

Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....

Financial planning

Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....

Financial planning

Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...

Financial planning

US fund managers are now offering three types of wrap account as the next gen-eration of products....

Financial planning

The bathroom cabinet of a chief investment officer is not chockers with bottles of My-lanta and tubes of Quick-eze, says Macquarie Investment Management’s Greg Matthews. ...

Financial planning

Tower Managed Funds has announced changes to its product range with the launch of a new fund, the closure of four funds and adding features to several others....

Superannuation

As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 6 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago