FUNDS MANAGEMENT

Financial planning

IFSA Conference 18-20 July Melbourne Convention Centre Program ...

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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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