CREDIT SUISSE

Financial planning

Australian Unity has launched an education savings plan, the first issued by a major friendly society for more than 10 years....

Financial planning

Australian Unity has launched an education savings plan, the first issued by a major friendly society for more than 10 years....

Funds management

Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....

Funds management

Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....

Editorial

The world over it has been a particularly volatile period in fixed-interest markets. ...

Editorial

The success of Credit Suisse and UBS Asset Management in this year’s Money Management Assirt Fund Manager of the Year awards marks a significant turning point for the Aus...

Financial planning

Sealcorp is about to add a share trading facility for financial planners to the Asgard master trust....

Financial planning

Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...

Financial planning

The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from former Credit Suisse First Boston client adviser Anthony Casey Wi...

Financial planning

Credit Suisse Asset Management (Australia) chief investment officer Tim Ryan has resigned, citing personal reasons for his sudden departure....

Financial planning

Ethical investments are becoming the latest hot sector in the New Zealand market....

Financial planning

Credit Suisse has almost doubled its sales team with the appointment of three business development executives....

Financial planning

Australia’s four biggest banks have stamped their dominance on the funds management industry, taking four spots in the top ten inflows for the three months to the end of ...

Financial planning

A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...

Financial planning

BT Funds Management chief executive Ian Martin has beaten a high profile field of candidates for the Best Millennium Fund Management Award by Australian Banking & Finance...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago