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FUND MANAGER
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
The announcement that Colonial First State Investments’ long time head of Australian equities Greg Perry will resign from his post in June this year has led to Morningsta...
Financial planning
Invesco Australia appears to have been given much needed breathing room by research group Morningstar despite recording only a two star ranking and weathering a tumultuou...
Financial planning
Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...
Financial planning
AMP chief executive Paul Batchelor has remained optimistic about AMP’s profitability despite today announcing a decline in profits for 2001 and forecasting another tough ...
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
National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...
Funds management
Colonial First State Property has reinforced its New Zealand commitment with the purchase of a New Zealand property funds management company, Kiwi Income Properties Limit...
Funds management
Citigroup Asset Management has been awarded a $13 million listed properties mandate by Fiducian Portfolio Services via its fund-of-fund offering Fiducian Property Securit...
Financial planning
The term retail means less now than what it did five years ago....
Financial planning
French financial services giant CDC IXIS is planning to launch a number of international funds in Australia during the next couple of months....
Financial planning
Well known financial services figure and previous head of research at Bridges, Dominic McCormick has signed up with advisory group Snowball, as an investment consultant....
Financial planning
This year will see interest rates remain steady, the All Ordinaries register a modest gain and a stock focus on small caps, according to Perpetual Investments....
Financial planning
Morningstar Research has downgraded Rothschild Australia Asset Management (RAAM) from a four to a three star rating amid intense industry expectation of an announcement b...
Financial planning
Boutique hedge fund manager Absolute Capital has entered into discussions with a series of financial planning dealer group in an attempt to forge distribution channels ah...
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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...