CREDIT SUISSE
Financial planning
UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....
Financial planning
By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...
Financial planning
Credit Suisse Asset Management’s Asian (ex-Japan) funds management operations will move headquarters from London and New York to Sydney in a move by the group to take adv...
Editorial
Financial planners can no longer afford to target clients by age and net-worth alone. NICOLE SZOLLOS investigates the demographics that matter....
Financial planning
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
Financial planning
The announcement that Credit Suisse is planning to conduct a review of its US and UK funds management businesses is unlikely to have any impact on the group’s local opera...
Financial planning
It is as spectacular a fall from grace as you are ever likely to see. In the heady days of 1999 and early 2000, stock markets were floating on a wave of tech-fuelled euph...
Financial planning
Following a downward trend in the performance of its funds, Morningstar has downgraded Credit Suisse Asset Management from a five to a four star fund manager....
Financial planning
Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....
People & Products
Barclays Global Investors (BGI) has joined the rush to provide hedge funds to investors with the roll out of its own product, the BGI equity market neutral fund....
Financial planning
MLC has extended its MasterKey investment platform to offer a complete portfolio management system to independent financial advisers....
Financial planning
AMP is heading for its second UK purchase in less than a month after it confirmed discussions to buy UK based online financial information service Interactive Investor In...
Financial planning
The recent round of strong one year numbers for Australian equities funds should be tempered with the knowledge that one year ago, the markets were being battered by the ...
Financial planning
Van Eyk Research is about to roll out a set of research tools which will allow planners to construct portfolio models based on selections of various funds and managers....
Financial planning
Van Eyk Research is about to roll out a set of research tools which will allow planners to construct portfolio models based on selections of various funds and managers....
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MARKET INSIGHTS
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...