ASSET MANAGEMENT

Financial planning

The Treasury Group has flagged the possibility of setting up a listed investment company to expand further into the financial services and boutique funds management secto...

Financial planning

InvestorWeb Research has dismissed two of its most senior managed fund analysts, David Wright and David Smythe, in what appear to be acrimonious circumstances....

Financial planning

BNP Paribas Asset Management has confirmed that it has already shed some staff and will possibly lose more in the wake of its decision today to sell off its Australian eq...

Financial planning

Accounting consolidator Stockford has invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourc...

Financial planning

IOOF Investment Manager and its subsidiary Perennial will need to make significant investments in growing staff numbers and infrastructure if they want to establish thems...

Funds management

Building society IMB has continued its recent push into the wider financial services business with the development of a funds management division....

Financial planning

The asset management arm of the BT group will be re-branded in the coming months to Principal Global Investors (PGI) as part of the global integration of Principal and BT...

Financial planning

Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....

Funds management

If the three finalists in the property securities category of this FMOTY awards agree on anything, it is that the listed property sector is unlikely to emulate in 2002 th...

Financial planning

A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....

People & Products

The head of the NRMA’s asset management division, Susan Doyle, has today announced her departure from the group....

Financial planning

The announcement that Credit Suisse is planning to conduct a review of its US and UK funds management businesses is unlikely to have any impact on the group’s local opera...

Funds management

The speculation surrounding a funds management partner for ANZ has been resolved with the group announcing that it has signed a memorandum of understanding with ING to fo...

Financial planning

Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....

Financial planning

The first managed fund to begin operating in the massive Chinese market will open to business tomorrow, starting a new experiment in investing for the Eastern giant....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 1 week ago

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

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 5 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 3 days ago