FUND MANAGER
Financial planning
Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...
Financial planning
Vanguard Investments has tweaked the composition of the ASX200 Index by excluding listed property trusts to form the basis of a new Australian share fund which aims to de...
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...
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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...