FUND MANAGER

Funds management

Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...

Financial planning

There are some members of the financial services industry whose influence transcends any particular year. They are, and always will be, some of the industry’s most influe...

Financial planning

It was a marriage of dealer group and fund manager royalty when Chris Cuffe and Ray Miles hammered out the deal of the year....

Financial planning

Babcock and Brown has denied a desire to make a major play into Australia’s financial planning distribution channels was behind its decision last week to significantly in...

Financial planning

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

Financial planning

Fund manager Fidelity Investments Australia is posting a free practice management tool to thousands of adviser mailboxes to get greater brand awareness with the Australia...

People & Products

Listed funds management holding company Treasury Group has hired Christine Feldmanis as managing director of its boutique fund manager service division, Treasury Group In...

Financial planning

Australian Unity has boosted profits on the back of growing funds under management as it edges closes to a decision on a possible demutualisation....

Editorial

Listed funds management holding company Treasury Group has cashed in on its involvement with long-time partner Investors Mutual and more recent connections to Orion Asset...

People & Products

A request to relocate to Queensland has proved too much for Sean Preece, general manager of distribution for boutique fund manager MFS, who has decided to leave the compa...

Funds management

The Australian funds management industry is continuing to experience good growth, but fund managers are going to have to do more to win the trust of investors, according ...

Financial planning

Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...

Financial planning

Advance Asset Management has Australia’s most talked about fund manager all to itself, having signed Michael Trigaboff’s highly successful MIR to an exclusive retail dist...

Editorial

Acquisitions, including the seasonal Mount Hotham and Falls Creek Ski Lift businesses, have not saved boutique fund manager MFS from a net loss after tax of more than $6 ...

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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 7 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