CREDIT SUISSE
Financial planning
InvestorWeb Research has dropped AMP, Perpetual (Fidelity) and Invesco from its international share manager recommended list in its latest review of the sector....
Financial planning
It may seem strange to unpack your bags at an Australian Financial Planning Association (FPA) annual convention only to hear that most of the keynote speakers will be for...
Financial planning
Well punters, once again it’s off to Sydney for the big FPA annual nosh up and as usual, Nick Bruining delivers the inside goss on where to be seen and who to avoid....
Financial planning
In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...
People & Products
Credit Suisse Asset Management (CSAM) head of balanced funds Lindsay Gibson will retire from his portfolio management role at the end of June this year....
Financial planning
The road to the proposed merger of Challenger International (CLI) and CPH Investment Corp caps off a busy year for CLI which has bought and sold a broking operation, spli...
Financial planning
The InvestorWeb research group has released its latest review of the listed property trust (LPT) asset class, adding five new managers to its recommended list and urging ...
Financial planning
Industry research group Rainmaker recently held its annual conference and inaugural Marketing Excellence Awards on the Gold Coast. Money Management, and its sister title ...
Financial planning
Choosing the most influential people in the financial services industry is a task fraught with difficulty....
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
Credit Suisse Asset Management’s Australian equities products have maintained the confidence of Assirt, with the research house awarding the Swiss funds management group ...
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
Credit Suisse Asset Management has today announced a series of aggressive measure designed to boost its stakes amongst financial planners in an otherwise mooted investmen...
Financial planning
Research house Morningstar has rated Credit Suisse Asset Management Australia with an overall score of four in its latest report into the manager....
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
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Podcast
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...