FUNDS MANAGEMENT

Financial planning

Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...

Financial planning

Perpetual Investments managing director Rodney Green has stepped down amid a major restructure of Perpetual Trustees...

Financial planning

Fiducian Financial Services, a subsidiary group of Fiducian Portfolio Services, is on the verge of signing up 11 financial services franchises in the next few days....

Financial planning

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

Investec is on the hunt for funds management and stock broking acquisitions following its purchase of investment bank Wentworth Associates for an undisclosed sum....

Editorial

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

ANZ has outsourced its Australian equities investment management to Allianz Asset Management....

People & Products

Former County executive Paul van Ryn has signed up with Challenger as head of fixed interest within its funds management subsidiary Challenger Portfolio Management....

Financial planning

Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....

Financial planning

Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...

Financial planning

AXA Australia senior executive Mark Armour is leaving the group after nearly 19 years to head up the ANZ investment management team....

Financial planning

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

Funds management

National Australia Bank chief executive Frank Cicutto has signaled that the group is intent on further expansion in funds management by doubling its contribution to the b...

Financial planning

BT Funds Management’s chief investment officer Andre Morony has announced his departure of the group, and will be replaced by former head of real estate Gary Symons....

Financial planning

Mercantile Mutual has unveiled a 48 per cent growth in net profit in the year to September 30 to $174 million, thanks to its fast growing funds management and life insura...

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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 4 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

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago