AUSTRALIAN EQUITIES
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...
Financial planning
Assirt rates Tower’s business management as competent while rating its operating capability as strong in its review of the funds manager....
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
Financial planning
The March quarter market share results from both Morningstar/ Plan for Life and Assist demonstrates the volume of money currently flowing into the united groups....
Financial planning
Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...
Financial planning
Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...
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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...