ASSET MANAGEMENT

Financial planning

Challenger Financial Services has restructured its corporate reporting system to reflect the activities of its funds management and financial planning businesses (includi...

Financial planning

The Commonwealth Bank of Australia’s fund management arm Colonial First State Asset Management has announced a joint venture with China Cinda Asset Management Corporation...

Financial planning

Boutique Australian equities manager Hyperion Asset Management’s entry into the wholesale arena has been strengthened with the news it has been awarded a $230 million man...

People & Products

The man who established Portfolio Partners Limited in 1994, Keith Ince, has been appointed executive vice chairman and head of asset management in Australia by Credit Sui...

Funds management

Analysts are predicting that losses are imminent for fixed interest markets, while bull markets in Australian equities will continue unabated for years to come....

Financial planning

There’s no lack of motivation to invest in a international equity fund currently, but decidedly less information about which funds to invest in. Local research on interna...

Editorial

BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...

Funds management

While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....

People & Products

Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....

Financial planning

Global property funds manager Rubicon Asset Management has launched the Rubicon Europe Trust Group, providing the Australian listed market with its first exposure to offi...

Financial planning

HFA Asset Management’s conscious effort to become more proactive with institutional investors has begun to pay dividends with the winning of a $60 million international s...

People & Products

Select Asset Management has appointed Sam Armstrong, co-founder of Quay Partners, considered Australia’s first private equity fund of funds group, as a consultant to its ...

People & Products

Listed funds management holding company Treasury Group has hired Christine Feldmanis as managing director of its boutique fund manager service division, Treasury Group In...

Editorial

Listed funds management holding company Treasury Group has cashed in on its involvement with long-time partner Investors Mutual and more recent connections to Orion Asset...

Financial planning

The venture capital arm of Perth based dealer group Western Pacific has taken minority stakes in two boutique fund managers — MMC Asset Management and Select Asset Manage...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 12 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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