ASSET ALLOCATION
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...
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....
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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...