AUSTRALIAN EQUITIES

Financial planning

Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...

Funds management

UBS Global Asset Management has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back-to-back wi...

Financial planning

Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...

Financial planning

Fund manager Deutsche Asset Management (DeAM) has launched a new small caps fund, the Deutsche Australian Small Companies Fund, to take advantage of a perceived gap in th...

Financial planning

The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...

Financial planning

JBWere and Goldman Sachs today formalised the merging of their Australian and New Zealand operations in a deal which sees the latter take a 45 per cent stake in the Melbo...

Financial planning

Netwealth is to offer unlimited Australian equities investment choice in its superannuation master trust....

Financial planning

US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....

Financial planning

Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....

Financial planning

Banks, platform providers and technology providers are likely to be the groups to benefit from the roll-out of separately managed accounts (SMA) into the Australian marke...

Financial planning

Perpetual Investments is predicting another year of disappointing returns for investors in both Australian and international equity markets, while listed property could a...

Financial planning

After three years at Alliance Capital Management, director of Australian equities Don Low will retire in February....

Financial planning

Investment manager Hunter Hall International has acquired a 30 per cent interest in AM Constable Limited (AMCL), a start-up boutique fund manager....

Financial planning

The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...

Financial planning

The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....

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 6 days ago

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

3 weeks 1 day 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