FUNDS MANAGEMENT

Financial planning

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans. ...

Financial planning

BT Funds Management believes it will be close to the top of the inflow tables when Assirt releases its market share report for the June quarter next month....

Financial planning

The Victorian State Government is forming a committee from the financial services industry to push Melbourne as a regional financial centre....

Financial planning

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

Financial planning

Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...

Financial planning

Michael Gibbons has departed Merrill Lynch Mercury Asset Management after three years as business development manager....

Financial planning

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

Funds management

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

Financial planning

A fortnight ago, Colonial was awarded the highest accolade for the investment performance of an Australian fund manager - the Money Management Fund Manager of the Year. J...

Financial planning

If there are no hitches to the marriage between the Commonwealth Bank and Colonial, the amalgamation will create a funds management powerhouse the likes of which Australi...

Funds management

Colonial has become the first fund manager to win outright back-to-back <I>Money Management<I> Fund Manager of the Year awards....

Funds management

Colonial has become the first fund manager to win outright back-to-back Money Management Fund Manager of the Year awards....

Funds management

Colonial has become the first fund manager to win outright back-to-back Money Management Fund Manager of the Year awards....

Financial planning

A range of new schemes have emerged over the past years offering financial advisers a form of ownership in funds management and master trust businesses....

Financial planning

IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....

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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