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FUND MANAGER

People & Products

Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners....

Financial planning

Rothschild has launched two ethical investment funds which aim to outshine other funds on the market in terms of transparency of ethical bias to investors....

Financial planning

Two new global equity funds have hit the market today with the introduction of Merrill Lynch Investment Manager’s (MLIM) Global Titans Fund and Global Small Cap Fund, the...

Top 100

Last year’s <I>Money Management Top 100</I> survey revealed that of the largest dealer groups that make up that number, 40 were independently owned. Nicole Szollos spoke ...

Funds management

Australian Unity has revamped its property portfolio management and appointed a new head of property....

Financial planning

Equity Trustees has launched a range of new funds, including an indexed property fund and an Australian equities ethical fund....

Funds management

Colonial First State Investment Managers will be expanding its alternative asset management to include multi manager hedge funds by the second half of the year....

Financial planning

Europeans are to be the dominant global investors in the next five years, according to HSBC head of European equities Chris Rice....

Financial planning

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

David Dyer reckons the development of the mortgage broking industry is running parallel to that of the financial planning industry....

Financial planning

Stockford has put out to tender a number of its support services to advisers while also hiring high profile former County executive Bruce Garratt to manage its recently a...

Financial planning

Alliance Capital's global vice chairman Alfred Harrison is playing down expectations of the group's joint venture with AXA....

Editorial

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

ANZ has outsourced its Australian equities investment management to Allianz Asset Management....

Financial planning

Alliance Capital’s global vice chairman Alfred Harrison is playing down expectations of the group’s joint venture with AXA. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago