FUNDS MANAGEMENT
Financial planning
Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...
Financial planning
These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...
Financial planning
It has been often stated in recent weeks that this year would be a very big year for the financial services industry in terms of far reaching developments and events....
Financial planning
The news in late December that the Commonwealth will fold the funds management operations of Colonial First State into its own operations signals the end of a slow joinin...
Financial planning
The Commonwealth Bank has restructured its business operations drawing together the wealth management and insurance operations for the first time since the merger with Co...
Financial planning
Recently launched financial planning business management group Customer Acquisition and Retention Management (CARM) will launch its own funds management and financial pla...
Funds management
The speculation surrounding a funds management partner for ANZ has been resolved with the group announcing that it has signed a memorandum of understanding with ING to fo...
Financial planning
St George will offer investments in emerging fund managers after rolling out Ascalon Capital Managers, a venture capital vehicle pitched at institutions and high net wort...
Editorial
The AXA Asia Pacific Holdings group’s net profit in the 12 months to the end of September this year has fallen to $320 million, 14 per cent below the level of the year be...
Financial planning
Morningstar Australia’s head of publishing, Deirdre Keown has been made redundant as the fall out from the Graham Rich/ Morningstar Inc split continues....
Funds management
Burglars have broken into the offices of one of New Zealand's more successful and most secretive fund managers, and stolen sensitive material about its 27,000 clients and...
Financial planning
The methodology for finding the Top 10 Most Influential lists was that Money Management contacted a range of individuals throughout the industry, including those involved...
Financial planning
Paul Keating, Graham Morgan and Steven van Eyk have been named as some of the most influential people in financial services according to their industry peers....
Financial planning
Perennial Investment Partners has signed an alliance deal with Western Asset Management Company, in a move designed to give Australian investors greater access to global ...
Financial planning
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
Never miss the latest news and developments in wealth management industry
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...