FUNDS MANAGEMENT
Financial planning
Fund incubator and private client services company Equity Trustees put their highly publicised woes of 2003 further behind them yesterday by announcing a net annual profi...
Financial planning
Assets run by employee-owned funds managers rose by 33 per cent to reach $100 billion over 2004-05, research has revealed....
Editorial
Non-aligned wealth management group, Fiducian Portfolio Services, has reported a 915 per cent increase in consolidated profit after tax to $1.877 million for the 2005 fin...
Financial planning
Investorweb could potentially be left with only one star on its mainstream funds research team, after senior analyst Rodney Sebire announced he would leave the IWL-owned ...
Editorial
Commonwealth Bank has again declared record dividends and posted strong full year results across all businesses, including funds management which saw a 28 per cent increa...
Financial planning
Tim Pooley has stepped into the hot seat at large infrastructure and alternative investment manager Hastings Funds Management, taking over from group founder Mike Fitzpat...
Financial planning
AMP has pulled out of its life insurance joint venture in India, stating that it was withdrawing to focus on its core operation in Australia and New Zealand....
Editorial
Australia’s five largest banks increased their wealth management income by 19.2 per cent and their funds under management by 11.3 per cent in the first half of 2004-05, a...
Financial planning
Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....
Financial planning
Advance Asset Management has appointed Asgard to deliver the registry administration of its funds management and superannuation products as a replacement for its existing...
Financial planning
Rural financial planning group Elders Securities has partnered with MLC, agreeing to replace its own in-house planning systems with ready made versions supplied by the fi...
Funds management
Melbourne-based boutique MPG Funds Management has launched a $48.8 million retail property trust....
Editorial
Macquarie Bank’s Financial Services and Funds Management groups have contributed 4 per cent and 1 per cent respectively to the bank’s record-breaking profit of $823 milli...
Financial planning
A stellar performance in both Australian and international equities has resulted in Alliance Bernstein taking out the overall prize in the Money Management Fund Manager o...
Financial planning
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...