FUNDS MANAGEMENT
Editorial
The Commonwealth Bank of Australia has attributed its 28 per cent rise in net profit for the financial year just ended to resurgent equity markets, improved general and l...
Financial planning
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
Financial planning
Macquarie Bank today announced the formation of a new funding vehicle for group subsidiaries not directly linked to its banking operations in response to new legislation ...
Financial planning
International Mezzanine Funds Management has recruited two former Challenger executives including former managed investments director Martin Ashe as its new managing dire...
Financial planning
Barclays Global Investors Australia has moved swiftly by appointing internal staffer Tim Bradbury to replace its adviser services director Michael Ohlsson, who resigned l...
People & Products
BT New Zealand (BTNZ) has filled its recently vacated chief executive role with the appointment of the group’s Australian subsidiary head of wrap, Mark Smith, into the po...
Financial planning
In only its second year, the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year Award has attracted enormous interest from the industr...
Editorial
LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....
Funds management
Daring to be different can pay dividends for boutique managers, but there is no easy formula for success, FREYA PURNELL discovers....
Financial planning
Aurora Funds Management (AFM) – the brainchild of former Challenger International executives Alistair Davidson, Simon Lindsay, Hugh Latimer and Richard Matthews – came in...
People & Products
Infrastructure and alternative investment manager Hastings Funds Management has announced its director private equity Tim Poole will head the group next year following a ...
Financial planning
Trust Company of Australia has exited the master trust industry following a decision to outsource the Trust Superannuation Master Plan to SMF Funds Management....
Financial planning
Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...
Financial planning
Further restructure at newly listed IOOF will see two senior staffers depart the group today in light of plans to consolidate the firm’s executive sales roles and create ...
Financial planning
Professional Investment Services (PIS) has appointed former Sealcorp national sales manager Matthew Dell to the role of New South Wales state manager, replacing Adrian As...
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...