FUNDS MANAGEMENT
Financial planning
Australian Unity’s head of financial services, Simon Grant, has left the company after a restructure of its senior management team....
Financial planning
Boutique property fund manager MacarthurCook Investment Management is set to launch its first funds before the end of the calendar year almost a year after former head of...
Financial planning
Professional Investment Services (PIS) has struck a deal with St George to offer banking services through the dealer group’s financial planning offices....
Financial planning
The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
AMP has had the 10 Australian Financial Services Licences it applied for last month to the Australian Securities and Investment Commission (ASIC) granted by the peak regu...
Financial planning
The former head of the Australian Stock Exchange (ASX) Fund Connect project has joined its rival Ausmaq as a consultant in what the group says is a bid “to push it the la...
Editorial
Craig Phillips looks back at some of the big funds management groups no longer in operation....
Financial planning
Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...
Financial planning
The head of funds management markets at ING, Jarrod Brown, has left his position and will head back to distribution, taking on the role of head of funds management distri...
Financial planning
A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....
Editorial
The Commonwealth Bank has posted a net profit after tax of $2.012 billion, a drop of 24 per cent from last year, with funds management doing little to boost the bank’s re...
Financial planning
Deakin Financial Services has confirmed market speculation it is in discussion with AustChoice Financial Services regarding a possible acquisition after an announcement t...
Editorial
Despite headlines to the contrary, not everyone in funds management is raking in the big dollars with senior executives finding the drop in the market and the consolidati...
Financial planning
Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...
Financial planning
Challenger International and CPH Investment will split into life and non-life divisions following a merging of the two groups in July, an Australian Stock Exchange (ASX) ...
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...