INVESTMENT MANAGEMENT
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
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...
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MARKET INSIGHTS
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...