ASSET MANAGEMENT
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....
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 ...
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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...