FUNDS MANAGEMENT

Financial planning

Investment and financial services group MFS plans to expand its existing New Zealand operations with the purchase of Swain Investment Services, its second New Zealand-bas...

Editorial

The Commonwealth Bank’s funds management and advisory arms made a significant contribution to a 19 per cent increase in the bank’s net profit after tax to $2,271 million,...

Editorial

Macquarie Bank expects profits for the six months to March 31, 2007, to be up strongly, thanks in part to the combined effect of strong inflows into its Funds Management ...

Financial planning

BT Financial Group is about to launch a new initiative on its wrap platform that will see selected fund managers enjoying a range of exclusive benefits while investors sa...

Financial planning

The exporting of financial services is set to play a more prominent role for the Australian market in 2007, according to a senior executive at a leading financial service...

Financial planning

A significant new player is about to enter the funds management arena, with Australia’s fastest growing dealer group PIS joining with the former head of Advance Asset Man...

Funds management

MFS Limited has announced it will be providing its funds management and investment activities into the Middle East region....

Funds management

Abstract Long...

Financial planning

The ALP has declared its intention, if successful in gaining government next year, to establish a taskforce with a view to making Australia the financial services hub for...

Financial planning

The recent enforceable undertaking imposed on AMP Financial Planning by the Australian Securities and Investments Commission has potentially made compliance with financia...

Editorial

St Andrew’s Australia has reported a pre-tax profit of $8.4 million for the half year ending June, 2005, up 147 per cent on the corresponding period last year....

Funds management

The former director of a funds management company has been convicted of making false and misleading statements and placed on a two-year good behaviour bond, following an ...

Funds management

An executive at a leading Australian funds management organisation has expressed concerns about the impact the Government’s Future Fund will have on investment markets in...

Financial planning

Challenger Financial Services has restructured its corporate reporting system to reflect the activities of its funds management and financial planning businesses (includi...

Funds management

Macquarie Bank will amalgamate its separate hedge fund businesses under the name MQ Specialist Investment Management (MQ)....

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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’...

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....

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