FUNDS MANAGEMENT
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
Financial planning
The Treasury Group has flagged the possibility of setting up a listed investment company to expand further into the financial services and boutique funds management secto...
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
People & Products
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Financial planning
John Hamer, the head of master trust services at Challenger, has left the business after the first round of restructuring took place at the group in line with announcemen...
Financial planning
The Advance Imputation Fund has been given a six star rating by InvestorWeb Research (IWL), with the research house rating the fund as an “exceptional buy.”...
Financial planning
The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....
Financial planning
The former founder and chief investment officer of United Funds Management, Susan Gosling, has joined MLC as a senior member of its investment management team....
Financial planning
BT FUNDS Management has given assurances that despite the poor performance of its Australian Equities fund it will not close the fund to new investors nor wind it up in t...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...
Financial planning
WHILE it was the year Money Management was born, most people’s strongest memories centre around market upheavals – the 1987 sharemarket crash in particular....
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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...