FUNDS MANAGEMENT BUSINESS

Policy & Regulation

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

image
People & Products

Wilson HTM has announced the retirement of managing director Steve Wilson, effective 27 October 2011. He will be replaced by current head of private wealth management And...

image
Financial planning

Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....

image
Editorial

Since their inception, the eight Platinum international funds have exceeded their respective indexes by a staggering 10 per cent per annum. Robert Keavney explores the cu...

image
Financial planning

The Commonwealth Bank has posted a solid half-year profit, but CommInsure appears to have struggled....

image
Financial planning

West Australian investment manager Kingston Capital has given up its financial planning arm to Financial Services Partners (FSP) following a restructure of the business i...

Financial planning

Equity Trustees adds OAMPS Super Fund to its stable, boosting FUM and its broader product offering....

People & Products

Vanguard Investments Australia’s chairman and managing founder, Jeremy Duffield, will retire at the end of the year....

image
Financial planning

Stanfield Funds Management has gained effective control of Mariner Corporation....

Funds management

Funds manager Stanfield mops up property funds and looks to expand....

Financial planning

Macquarie Funds Group has taken a majority stake in real estate funds manager Rismark, with a Macquarie executive being appointed as chairman....

image
Financial planning

Cromwell Group has moved to acquire Orchard Funds Management....

image
Financial planning

Standard & Poor's has changed the ratings of three Challenger Australian equity strategies following the company’s announcement of the expansion of its boutique funds man...

Funds management

Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....

image
People & Products

Diversa recruits Vincent Parrott as head of funds management....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 11 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 15 hours ago