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FUND MANAGER
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 ...
Financial planning
Accounting consolidator Stockford has invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourc...
Financial planning
Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...