Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FUND MANAGER
Financial planning
In Assirt’s rating of fund manager Zurich, the research house believed the integration process of the Zurich Scudder and Deutsche Asset Management businesses will bode we...
Financial planning
The US economy is facing another five years of see-sawing economic activity, although the outcome of the Iraq crisis will have some impact on future trends, says Daniel F...
Financial planning
BNP Paribas Asset Management has confirmed that it has already shed some staff and will possibly lose more in the wake of its decision today to sell off its Australian eq...
Financial planning
AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...
Financial planning
THERE currently exists a level of euphoria surrounding individually managed accounts (IMAs) in the Australian investment marketplace that is highly questionable....
Editorial
In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...
Financial planning
The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...
Financial planning
Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...
Financial planning
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Editorial
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
People & Products
The managing director of Lynx Financial Services, Stuart Abley, has resigned from the ING owned dealer group in protest and joined rival IOOF Funds Management....
People & Products
John Tuxworth has become the latest Sagitta Rothschild senior executive to fall victim to the Westpac Bank’s decision this week to purchase the BT Financial Group....
Financial planning
Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...
Financial planning
Ausmaq is planning to launch its first broadside in the already highly competitive race to become the pre-eminent provider of a managed fund hub for the Australian funds ...
Never miss the latest news and developments in wealth management industry
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...