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FUND MANAGER

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)....

People & Products

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

Financial planning

In 1992, the word “Internet” didn’t even rate a mention in most dictionaries. In 2000, over 25 per cent of Australians are online and the percentage is rapidly growing. ...

Financial planning

About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...

Financial planning

AMP has responded to the loss of its UK-based technology investment managers, stating it will not have any problems managing its technology funds with new staff set to ta...

Financial planning

A recent dip in the share prices of core technology stocks is not a sign of that sector trending downward, according to Henderson Investors head of global technology Bria...

Financial planning

The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....

Financial planning

Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...

Financial planning

The investment director for AMP’s technology fund has resigned with another senior fund manager to start their own specialist investment management company....

Financial planning

PERPETUAL Investments has delayed listing two of its wholesale funds on Sovereign's AEGIS wrap account following a procedural glitch....

Financial planning

Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...

Financial planning

Deutsche Asset Management (DAM) has appointed Andrew Fay as chief investment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his UK...

Financial planning

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

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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 2 days 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

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 19 hours 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