AUSTRALIAN EQUITIES

Financial planning

Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...

Funds management

Advance Funds Management will launch an Australian Geared Equity Fund and an Australian Smaller Companies Fund this week to capitalise on increasing market demand for per...

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

The United Funds Management group has dropped growth oriented Credit Suisse First Boston from its pool of active Australian equities managers in favour of the style neutr...

Financial planning

Perennial Investment Partners has been applauded for making a number of good strategic choices in its funds management process, with the Assirt research house saying the ...

Financial planning

The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...

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...

Financial planning

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

Perpetual Trustees Australia today reported a full year net profit of $75.6 million, up 38 per cent from the prior year....

Financial planning

THE MELBOURNE-based Treasury Group has announced its intention to acquire a stake in a series of small fund managers as part of an ambitious bid to become an umbrella gro...

Financial planning

Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...

Financial planning

Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...

Financial planning

Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...

Financial planning

HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...

Financial planning

The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 21 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days ago