FUNDS MANAGEMENT
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 ...
Financial planning
IWL chief executive officer Otto Buttula is unable to deny reports out today that IWL is finalising a deal with share market information system provider IRESS Market Tech...
Financial planning
Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...
Financial planning
AM Group, parent company of AM Corporation, has entered the United Kingdom advisory business through a joint venture between AM Financial and independent UK dealer group,...
Financial planning
Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...
Financial planning
The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...
Funds management
The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...
Funds management
The Berkley Group will expand its focus beyond financial planning into funds management with the creation of Berkley Group Funds Management and the rollout of its first t...
Funds management
Newly created MAB Funds Management intends offering future property syndicates directly to financial planners, says director Nick Gray....
Financial planning
IOOF Funds Management has signed a strategic alliance with an Australian dealer group and rolled out its own back office support network, showing further signs the group ...
Financial planning
Financial planners and para planners based in Western Australia have emerged victors in the national salary stakes, beating previous salary leaders Sydney and Melbourne a...
Financial planning
Colonial First State has completed almost nine months of preparations for its much anticipated new master trust, gearing up to launch the investment platform to its finan...
Financial planning
By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...
Funds management
The rise of UBS Global Asset Management to the top in the Money Management/Assirt Fund Manager of the Year, after coming second to Credit Suisse Asset Management last yea...
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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...