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FUNDS MANAGEMENT
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) ...
Financial planning
Colonial First State (CFS) has signed IOOF retail funds management general manager Richard Nunn to the general manager distribution role recently vacated by Michael Cant....
Financial planning
The ANZ Banking Group could be making the move from the BT Wrap to ING MyWrap for its Private Clients division, according to the ING group....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...