AUSTRALIAN EQUITIES

Funds management

A sharp correction in Australian shares between now and the reporting season in September would not be unwelcome, according to Bell Potter director of research Peter Quin...

Editorial

Perpetual chairman Robert Savage has forecast an 18 per cent increase in operating profit after tax for the company in 2007, based on the $122.4 million it achieved last ...

Financial planning

Both Standard & Poor’s (S&P) and Lonsec have reviewed the ratings assigned to the Australian equities offerings from Colonial First State Global Asset Management (CFS) an...

Financial planning

Australian stockbrokers have surpassed financial planners in their ability to embrace gearing strategies, with a new report claiming a large percentage of the broking ind...

Financial planning

For boutique Australian equities fund manager, Adam Smith Asset Management (ASAM), the secret behind their success lies in the two decades of experience in its founders....

Editorial

Barclay Global Investors (BGI) nominates its scientific approach, long track record of success in the space and employees with diverse skill sets to explain winning the A...

Financial planning

The launch of the UBS Absolute Return Series 1 fund makes UBS one of the latest global fund managers to offer a fund that takes different positions within the same asset ...

Financial planning

Colonial First State has enhanced the investment menu of its platform FirstChoice by adding three new geared options....

Life/Risk

ING has announced a breakthrough tax ruling affecting its OneCare life insurance products at the same time ING Investment Management said it still has one of the largest ...

Financial planning

Financial services recruitment specialist Lynn Muirhead has predicted the Government’s recent tax changes relating to superannuation will spur a barrage of movement among...

Financial planning

Hindal is about to launch a managed fund offering a lowly correlated alternative investment class to the major asset classes in the form of purchasing and holding histori...

Financial planning

IWL has secured a further two-year services agreement with Entrust Private Wealth Management for the use of its portfolio business Echelon....

People & Products

After sitting on the sidelines of the funds management game for the past five years, former Portfolio Partners joint managing director David Slack has formed a new funds ...

Financial planning

Aberdeen Asset Management has indicated there could be further bulking up of its Australian equities and fixed income operations just moments after announcing it had purc...

Financial planning

Invesco anticipates the ‘on hold’ rating it received from Standard & Poor’s yesterday for its Australian share funds will remain for the next couple of months while it lo...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 2 weeks ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 5 days ago
moneymanagement logo