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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....
Funds management
BNP Paribas Asset Management has listed Australia’s first actively managed Exchange Traded Funds (ETF’s)....
Financial planning
The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...
Funds management
Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....
Financial planning
The Prudential Insurance Company of America will change its name following a move by the group to push further into the financial services marketplace....
Financial planning
Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...
Financial planning
Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock....
Funds management
Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock...
People & Products
Deutsche Morgan Grenfell director of marketing and client service Chris Ryan will take on the role of head of business development in asset management with ANZ Funds Mana...
Financial planning
US-based online financial services giant Charles Schwab and Barclays are to create create an online foreign exchange where Schwab investors outside the US can buy and sel...
Financial planning
Deutsche Bank has merged its asset management and private banking divisions in Australia to create a new group that will service both the wholesale and retail mar-kets....
Financial planning
Macquarie Investment Management (MIM) has lost two key members of its investment team with the resignations of Rochelle Hall and Russell Maddox after four years with the ...
Financial planning
Table: The All Ords at the end of 2000 Macquarie Bank’s Greg Matthews 3100 Ord Minnett’s David Cassidy 3200 BT Funds Management’s Michael Coop 3300 JB Were’s Jus...
Funds management
JB Were and Son has consolidated and rebadged its asset management arm in a bid to reflect the increasing amount of new retail business flowing into managed funds...
Financial planning
US mutual funds will have some more work to do as part of their roll out in re-sponse to the capital gains tax (CGT) provisions incorporated in the Ralph Review....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...