INVESTMENT MANAGEMENT

Financial planning

Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....

Financial planning

The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...

Editorial

Boutique funds management house Hunter Hall has reported an after tax profit of $2.28 million for the six months to December 2001, well ahead of forecasts of $884,000 pre...

Financial planning

It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....

Financial planning

Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...

Financial planning

Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....

Financial planning

HSBC Asset Management Australia has undergone a change of the guard with Paul Kasian moving into the chief investment officer (CIO) position, following the resignation of...

Financial planning

JB Were Investment Management has been a victim of its own success, electing to close its small caps fund to retail and wholesale investors to protect its returns....

Financial planning

Assirt has given the thumbs up to AXA’s funds management business in its first research findings since AXA signed the joint venture with Alliance Capital Management in Oc...

Financial planning

Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....

Financial planning

Dresdner has increased its presence in the burgeoning Chinese investment market with the signing of a co-operation agreement with a Chinese financial services group....

Financial planning

Invesco has forked out $110 million for the sale of County Investment Management....

People & Products

The Tower Group has moved Alex Kay into the position of managing director of Tower Distribution Management Ltd, one of the three new divisions of Tower’s Life and Investm...

Funds management

Fund managers see IT development, customer service, investment management and custody as the biggest growth areas for outsourcing in the next 12 months, William M. Mercer...

People & Products

Former National Asset Management (NAM) managing director Paul Laband has been signed by Towers Perrin to head up investment management at TRM and head up its asset consul...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 20 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago