AXA

Financial planning

Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...

Financial planning

Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...

Financial planning

AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...

Financial planning

ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...

Financial planning

Boutique small cap equity manager Paradice Cooper Investors (PCI) has poached two investment managers from rival investment groups as part of its plan to push into the la...

Financial planning

The future of the Harts Group in New Zealand, formerly Reeves Moses InvestorCare (RMI), is up in the air, after its listed parent company in Australia ran into trouble an...

Financial planning

Advance Funds Management and Colonial First State picked up the bulk of the funds management gongs at last night’s Personal Investor Awards at Sydney’s ANA Hotel....

Financial planning

Richard Nunn has assumed the role of general manager of IOOF's retail funds management division....

Financial planning

AXA has rolled out its first range of retail funds launche through its partnership with Alliance Capital, four months after launching the same range into the wholesale ma...

Financial planning

Assirt has given the thumbs up to AXA’s funds management business in its first research findings since AXA signed the joint venture with Alliance Capital Management in Oc...

Financial planning

Deutsche Asset Management has restructured its executive team in an effort to shore up operations of its divisions throughout Asia....

Funds management

AXA’s Australian and New Zealand funds management division has booked a 32 per cent increase on first half operating profits to $29 million....

Financial planning

Combined retail managed funds in Australia totaled more than a quarter of a trillion dollars ($257.3 billion) as of March 31, which was an increase of 12 per cent over th...

Financial planning

Discipline is a word that Deborah Kent is familiar with in both work and play. ...

Financial planning

It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....

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MARKET INSIGHTS

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

1 week 3 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
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