FUND MANAGER

Funds management

1st: Colonial First State 2nd: Merrill Lynch Mercury Asset Management 3rd: Commonwealth Financial Services...

Funds management

1st: Norwich Union 2nd: Citicorp 3rd: ANZ...

Funds management

Several former Norwich executives have launched a new Melbourne-based investment company to offer a retail unit trust dealing in wholesale property trusts....

Financial planning

The trend towards intermediary-based distribution in the US is gaining momentum, with more than three-quarters of new money invested over the past year in mutual funds co...

Financial planning

This edition of Money Management is dominated by the evolving business of portfolio administration services. ...

Financial planning

Should financial planners advise on direct shares?...

Financial planning

Contango Asset Management has won its first mandates from Sydney-based investors, co-director David Stevens has told <I>Money Management</I>....

Financial planning

Vanguard has become the fourth major fund manager to outsource its registry operations to BT Portfolio Services. ...

Financial planning

The financial services industry could learn the proposed new owners Melbourne-based StateGuard Friendly Society by the end of this week....

Financial planning

Fund manager AM Corporation has opened Series III of its popular Traded Policies Fund, which has received some $470 million in inflows in under three years....

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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 1 day 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 ago

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

3 weeks 5 days ago