AUSTRALIAN INVESTORS

Financial planning

Russell Hooper’s boutique funds management group Castle Capital Management is to list an investment fund on the Australian stock exchange specialising in Euro-pean small ...

Financial planning

The much anticipated Australian arrival of US based online investment giant Charles Schwab’s has been confirmed for mid June....

Financial planning

The much anticipated Australian arrival of US based online investment giant Charles Schwab’s has been confirmed for mid June....

People & Products

Former head of Advance Asset Management Russell Hooper has been named chairman of startup Australian investment company Castle Capital Management....

Financial planning

In a further sign that Australian investors are ready to take another look at Asia, BT Funds Management (BTFM) will roll out a specialist Japanese share fund today....

Financial planning

BBL Funds Management claims its new Director Dow Jones Global Titans Index Fund will provide Australian investors with the opportunity to invest in the world’s top 50 com...

Financial planning

Merrill Lynch and Alliance Capital have made a joint submission to senior govern-ment figures regarding a change in the capital gains tax (CGT) status of US mutual funds ...

Financial planning

Merrill Lynch and Alliance Capital have made a joint submission to senior govern-ment figures regarding a change in the capital gains tax (CGT) status of US mutual funds ...

Financial planning

Merrill Lynch and Alliance Capital have made a joint submission to senior govern-ment figures regarding a change in the capital gains tax (CGT) status of US mutual funds ...

Financial planning

Challenger has struck up a new distribution deal, this time with Citibank....

Financial planning

A new Melbourne-based company is hoping to interest investors in the UK's fast-est-growing investment sector - Traded Endowment Polices (TEPs). The market for TEPs in the...

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’...

3 months ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 16 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
moneymanagement logo