FUND MANAGER

Financial planning

A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....

Funds management

Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....

Financial planning

Despite the poor performance of the listed investment company market of late, fund manager HFA Asset Management has attracted a $120 million capital raising for Accelerat...

Financial planning

A decision by fund incubator Equity Trustees to take a more active management approach has prompted research house Standard and Poor’s (S&P) to give four of its funds an ...

Financial planning

Boutique fund manager Five Oceans opened for business this week with the launch of its inaugural international equities fund....

Financial planning

Boutique fund managers have dominated the highest rated category awarded by Lonsec as part of its review of the large cap Australian fund sector....

Financial planning

Direct investment company Explorer Group has taken a strategic stake in boutique fund manager Above the Index Asset Management and gained the services of industry stalwar...

Financial planning

A Queensland forestry agribusiness fund manager is looking at a possible ASX listing as it plans an exit strategy for its investors....

Financial planning

The Australian Consumers’ Association has echoed the sentiments of ASIC by calling for tighter controls over the mortgage broking industry in light of the proliferation a...

Financial planning

A small, Melbourne-based dealer group has done what only a handful of the global institutional managers have managed to do in Australia – launched its own China-specific ...

Financial planning

Stephen Henshall’s route into paraplanning was through superannuation administration at William Mercer. The change, however, showed him the difference between handling fu...

Financial planning

Hungarian banks, chewable tobacco and other exotics are part of the stuff of global stock stories that excite these specialist managers....

Financial planning

With Rob Coombe at the helm, BT Financial Group identified the need to expand its advice and distribution capabilities, and took the bold step of establishing a new deale...

Financial planning

Australians can boast that they have a funds management industry renowned the world over for its innovation. But not very often does a successful local fund manager come ...

Editorial

The fortunes of Westpac Banking Corporation continue to climb after it delivered a record profit of $2,818 million for the year ended September 30, 2005, representing an ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 4 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago