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FUNDS MANAGEMENT BUSINESS

People & Products

Challenger announces new strategy role for Rob Woods and recruits Commbank’s Ian Saines as CEO, Funds Management....

Financial planning

360 Capital announces $50 million capital raising....

Financial planning

Challenger’s Fidante makes key BDM appointment with view to international prospects....

Editorial

Boutique fund management firms can offer lucrative rewards for investors, but first some key questions need to be asked, writes Cathy Hales. ...

Financial planning

Manny Pohl’s ECP Asset Management establishes national office in Sydney and expands investment team....

Funds management

Treasury Group takes equity stake in former Macquarie Group private equity funds management business....

Funds management

Funds management business drives group results....

People & Products

Gordon Lefevre will replace Colin Storrie as AMP’s chief financial officer from 1 March 2014....

Funds management

Funds management director Caroline Saunders made redundant after strategic review of Barclays’ funds management operations...

Challenger appears to have hit a sweet spot for both annuities and funds management, according to its full-year result. ...

People & Products

Henderson Global Investors has appointed Sophia Rahmani as chief operating officer of its Australian funds business....

People & Products

Equity Trustees (EQT) has continued to build out its business development team with the appointment of Alex Keen as key account manager for NSW....

Superannuation

Over the 12 months to 30 September, Challenger's funds management business has grown its total FUM by 27 per cent to $32.6 billion....

Financial planning

Ventura Investment Management managing director Kate Mulligan will be stepping down as her role with the group is rationalised....

Financial planning

Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....

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MARKET INSIGHTS

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

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

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

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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