CHIEF INVESTMENT OFFICER

Financial planning

BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month....

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...

Financial planning

Tyndall investment director Doug Little has emerged as the highest profile departure from Tyndall, following the takeover of the group by Royal & Sun Alliance (RSA) was c...

Financial planning

Tyndall investment director Doug Little has emerged as the highest profile departure from Tyndall, following the takeover of the group by Royal & Sun Alliance (RSA) was c...

Financial planning

May is quickly emerging as the month of the revolving door, as a num-ber of senior executives in the funds management industry take leave of their high profile positions....

Financial planning

Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...

Financial planning

Asian markets appear to have turned the corner with specialist Asian funds emerging as the powerhouse performers of 1999....

Financial planning

Commonwealth Financial Services’ more cautious investment style appears to be working. Zilla Efrat takes a look at its philosophy and approach to investment decisions....

Financial planning

BT Funds Management has made its way back on to recommended lists, following its sale to Principal last month....

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...

Financial planning

The fallout from Tower Life Australia's merger with FAI Life has be-gun with several high profile departures....

Financial planning

County Investment Management has been on a hiring spree, with six new faces joining the group. ...

Financial planning

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Financial planning

The void at the top of HSBC Asset Management has finally been filled. John Wilkinson spoke with the two new executives about their plans to make the Australian operations...

Financial planning

Research group van Eyk has issued a hold recommendation on all Tyn-dall Investment Management products, following the departure of a number of key Tyndall executives....

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 4 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

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 9 hours 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 ...

3 weeks 1 day ago

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

1 week ago
moneymanagement logo