FUNDS MANAGEMENT
Financial planning
Macquarie Funds Management has appointed Lloyd Alty as head of research for its cash, fixed interest and currency division, filling a role left vacant for the past six mo...
Financial planning
In an attempt to boost the performance of its funds management business, Colonial First State is about to set up a new outsourcing deal with a major global player....
Financial planning
St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....
Financial planning
The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...
Financial planning
APN Funds Management has secured platform specialist John Hyslop as its new national sales and distribution manager....
Funds management
The Commonwealth Bank of Australia, boosted by an outperforming funds management division and solid growth in home loans and other personal and business lending, has post...
Financial planning
Former Advance Asset Management boss Stephen Lam has re-emerged more than a year after leaving the St George group, accepting a newly created chief investment officer rol...
Editorial
A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...
Financial planning
Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...
Policy & Regulation
The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...
Editorial
The good times keep rolling for Macquarie Bank which, thanks to improved market conditions and an active merger and acquisitions climate, today announced a 17 per cent in...
Financial planning
St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management to bring the number of boutique fund mana...
Financial planning
The Australian Securities and Investments Commission has swooped on former authorised representatives of a funds management and stockbroking group after learning that ill...
Financial planning
Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...
Financial planning
John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...
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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...