FUNDS MANAGEMENT
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
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....
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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...