FUND MANAGER

Financial planning

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

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

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...

Financial planning

It is understood fund manager Equitilink is about to announce the sale of the business to Aberdeen Asset Management....

Funds management

Fund managers see IT development, customer service, investment management and custody as the biggest growth areas for outsourcing in the next 12 months, William M. Mercer...

Financial planning

The Colonial brand is set to disappear from the New Zealand financial services landscape....

Financial planning

There has been a rush of financial services groups launching products that allow investors in Telstra II instalment receipts to defer their final payment. Macquarie Bank ...

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

AXA Australia is expected to complete the take-over of Alliance Capital Management in Australia this week....

Superannuation

While an ever increasing part of the workforce looks towards retiring, the funds flowing into retirement income products remains strong. <B>Jason Spits</B> examines where...

People & Products

Mercantile Mutual’s head of equities Peter Mouatt is to join his former boss Greg Matthews at Macquarie Funds Management....

Financial planning

The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....

Financial planning

One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....

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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 4 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 2 days ago

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

4 weeks ago