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Financial planning
Stock research firm Fat Prophets is aiming to launch a boutique listed investment company in a move that will push the group into the realm of buying and selling shares f...
Financial planning
Specialist mortgage and property fund managers MFS Limited has retrenched its entire five-person marketing team and four others from its Gold Coast head office....
Financial planning
Australian Unity has linked with a number of prominent portfolio managers to set up a boutique funds management group that will specialise in absolute return fixed intere...
Financial planning
Fund manager performance and investment style consistency have been identified as key factors in attracting fund flows, however manager reputation also has a strong influ...
Financial planning
Boutique fund manager MFS Group is to join forces with Gold Coast-based holiday accommodation group, Breakfree, to create a diversified property group with a market cap o...
Financial planning
The investment management arm of Australian Unity has flagged that it will expand its product range early in 2005, both through in-house development and possible joint ve...
Funds management
Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...
Financial planning
MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...
Financial planning
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
Funds management
The term emerging markets tends to invoke images of economic meltdown, high volatility and risk. But strong returns from the asset class in 2003 redefine these stereotype...
Editorial
The labels ‘value’ and ‘growth’ are simplifications of styles which are much more complex, writes Robert Keavney....
Financial planning
Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....
Financial planning
Count Financial has bought the planning software already used by most of its advisers, Interact, from IOOF Investment Management after the latter opted to sell the packag...
Financial planning
Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....
Financial planning
The merger of SAI and TeysMcMahon has seen both parties bring complementary skills to the table – and more than double their funds under management. John Wilkinson report...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...