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Financial planning
The Treasury Group has linked up with the former chief investment officer at Credit Suisse Asset Management, Tim Ryan, to set up a new boutique funds management house....
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
Financial planning
Newly launched boutique funds management group Select Asset Management is looking to release two funds as part of its strategy to establish itself as an ‘absolute return’...
Funds management
Investment consultant Dominic McCormick has linked up with the European based Gottex group to launch a new boutique funds management organisation....
Financial planning
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
Financial planning
MICHAEL Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....
People & Products
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
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
Michael Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....
Financial planning
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
Financial planning
MLC has appointed two new managers to its global share strategy in Bernstein Investment Research and ABN Amro Asset Management, after deciding to broaden the differentiat...
People & Products
The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...
Financial planning
Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...
Financial planning
SOME days Venus moves into your first house of harmony, the stars line up in your favour and the universe smiles on you. And some days they don’t....
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 ...
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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...