FUND MANAGER

Financial planning

Mercer Investment Consulting head of research for retail products Chris Durack has been snared by Perpetual Investments to take on a new role covering research relationsh...

Financial planning

Goldman Sachs JBWere has realigned its marketing division as part of a move by the group to focus more on product and trade promotion rather than advertisement of the rec...

Financial planning

Mercer Investment Consulting (Mercer IC) has added an intermediary expert to its retail team working with dealer group and master trust clients....

Financial planning

Macquarie Bank has announced a 48 per cent rise in profits buoyed by a 61 per cent increase in international income, but warns that the next twelve months may not be as r...

Financial planning

Glebe Asset Management general manager equities, James McSkimming, has resigned from his position after 17 years with the group, resulting in a ratings downgrade from Inv...

Financial planning

Van Eyk Research is steadily expanding resources within its research and iRate online desktop tool divisions with the announcement of two new appointments today....

Financial planning

Invesco Australia is embarking on a recruitment search to replace two senior executives following the imminent departure of its head of sales and marketing Peter Hodgson ...

Financial planning

The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...

Editorial

Past performance is no indicatior of future performance is an oft qouted statement so then why is there any emphasis placed on it by fund managers and financial planners....

Financial planning

In early January, Hunter Hall International announced it was in the advanced stages of planning a listed investment company (LIC), and that between $50 million and $200 m...

Funds management

Managed funds research house Morningstar is claiming managed funds are able to beat any given benchmark but few do so, due to a lack of manager skill....

Financial planning

In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....

Financial planning

It is not only Trafalgar Managed Investments’ property expertise that attracts investors, but the group’s ability to position itself as a fund manager with a financial st...

Financial planning

K2 Asset Management was established in July 1999 by former Hong Kong-based HSBC Asset Management director, Mark Newman and former BT executive vice-president, Campbell Ne...

Financial planning

At the Money Management Fund Manager Of The Year awards in May last year, Sydney-based Vertex Capital Management took out top honours in the new category of ‘Alternative ...

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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....

1 week 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 1 day ago

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

1 week 5 days ago