FUND MANAGERS

Financial planning

These days, microcaps do not attract much interest with equity investors, but as John Wilkinson reports, there is good cause for that to change....

Financial planning

Microcaps do not attract much interest with equity investors, although the sector accounts for 80 per cent of the listed companies in Australia....

Financial planning

Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...

Financial planning

Merrill Lynch and HSBC’s joint venture investment site is the first to offer investors access to the UK and Canadian stock markets....

Financial planning

Demutualisation of the New Zealand Stock Exchange has taken a major step forward, but enthusiasm for a merger with the Australian Stock Exchange appears to have waned....

Editorial

Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...

Financial planning

The Securities Institute is to pioneer a course for the fast growing Certified Financial Analyst designation under an agreement with the Sydney Society of Financial Analy...

Funds management

Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...

Financial planning

Global sector funds may be the flavour of the month for funds management marketeers, but there is a limit to the number of sectors that can be realistically used....

Financial planning

Australia’s four biggest banks have stamped their dominance on the funds management industry, taking four spots in the top ten inflows for the three months to the end of ...

Financial planning

As some of the gloss fades from dot.com stocks and the Internet, investors are increasingly turning to the potentially lucrative biotechnology market. But, as John Wilkin...

Financial planning

Virgin boss Richard Branson has confirmed what many in the industry have thought for years. Virgin is about to bring its brand of financial services distribution to Austr...

Financial planning

Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...

Financial planning

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo