FUNDS MANAGEMENT
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....
Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
Financial planning
Macquarie Funds Management now has almost $6 billion invested in Asian joint ventures after taking a 40 per cent stake in Taiwanese boutique fund management firm United S...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
People & Products
Advance Funds Management, the funds management arm of the St George banking group, has appointed a new head of distribution, with Tom Kneen starting this week....
Financial planning
ING Investment Management regional director for North Asia Chris Ryan will replace Asia Pacific chief executive Paul Scully in the same role as of July 1, 2003 with the l...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
Sealcorp marketing director Kate Mulligan will take on the role of Advance Funds Management managing director with the current managing director Stephen Lam stepping into...
Financial planning
The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Editorial
Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...
Financial planning
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
People & Products
Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....
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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...