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FUNDS MANAGEMENT
Financial planning
Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...
Funds management
Advance Funds Management will launch an Australian Geared Equity Fund and an Australian Smaller Companies Fund this week to capitalise on increasing market demand for per...
People & Products
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
Editorial
Challenger International has attributed a 24 per cent rise in year-on-year profits to an increase in sales of annuity and funds management products....
Financial planning
Independent financial advisors (IFAs) in Britain are set to snatch more than 50 per cent of the local retail funds management market by 2006, in spite of legislation to d...
Financial planning
Michael Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....
Financial planning
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
Funds management
The Commonwealth Bank has relied heavily on its funds management business to post an 11 per cent increase in its net profit to $2.7 billion today....
Financial planning
Some of the smaller players in the funds management business are recording the most impressive growth in fund inflows, with the latest market share report from Assirt sho...
Financial planning
THE Australian Securities and Investments Commission’s (ASIC) licensing web will snare a growing number of unsuspecting professionals employed outside the realm of financ...
Financial planning
EQUITY Trustees Funds Management (EQTFM) has increased its existing range of funds with the development of three multi-sector funds; income, balanced and growth....
Editorial
Australia’s funds management community is in the midst of a dramatic slump in profits and revenue, the latest annual Investment and Financial Services Association (IFSA) ...
Financial planning
The Bendigo Bank is looking to buy up to 10 per cent of the share in IOOF holdings and will approach shareholders with an cash payment offer of $2.70 per share....
Funds management
Fund managers have thrown their support behind independent research trips with a number set to join a group of planners heading to the US and the UK later this year....
Financial planning
Research house Morningstar today released a Business and Management Strenth (BMS) rating on AXA Australia, scoring the group with a mark of three representing a place in ...
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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...