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Financial planning
Morningstar has awarded its premier 'highly recommended' investment rating to five large cap Australian equities fund managers....
Financial planning
Australian growth orientated superannuation funds delivered the best returns for nine years in 2004, but the good times aren’t expected to keep on rolling according to In...
Financial planning
Credit Suisse Asset Management has added several multi-manager options to its fledgling platform, MasterWrap, after striking a deal with Mercer Investment Consulting....
Financial planning
Why did two fund managers with investment cred and strong retail brands feel the need to push into platforms? As Liam Egan found, they were both covering their assets....
Financial planning
Increasing levels of industry sophistication and improving technology mean existing financial planning proprietors wishing to sell their business will no longer be able t...
Financial planning
The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...
Financial planning
MLC and Fiducian Portfolio Services have marked today’s official release date of term allocated pensions by launching four more of the new retirement income stream produc...
Financial planning
Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...
Financial planning
Tower Limited has finalised its issuing of 11.4 million options worth over $17 million to 40 of its senior executives, and has used almost $70 million of the $185 million...
Financial planning
Over the past three years, more and more advisers have said they are becoming ‘lifestyle’ focused with their financial planning business and we have heard buzz words such...
Financial planning
Credit Suisse Asset Management has combined its Australian and Asian equity teams, resulting in the walk out of two executives, including former head of Australian equiti...
Financial planning
Credit Suisse Asset Management has combined its Australian and Asian equity teams, resulting in the departure of two executives, including former head of Australian equit...
Funds management
Credit Suisse Asset Management (CSAM) has split the management of its global equities business, appointing former Colonial First State chief investment officer Mark Burge...
Financial planning
Looking at the leaders in property securities in terms of funds under management over the last four years is not exciting reading. The same funds appear at the top of the...
People & Products
Credit Suisse Asset Management, in the build-up to its master trust launch next month, has appointed a former BT Financial Group staffer to the role of platform developme...
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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...