FUNDS MANAGEMENT

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....

Editorial

Australian Unity has wrapped up the last financial year in a healthy state revealing that it made a record profit of $43 million based on good performance from its health...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 5 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 3 days ago