INVESTMENT MANAGER
Financial planning
Assirt Research has deemed the departure of HSBC Asset Management’s head of Australian equities Robert Hook as illogical, placing all funds previously under his administr...
Financial planning
Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...
People & Products
AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...
Financial planning
UBS Global Asset Management is the latest investment manager to lose key small cap personnel after the loss of its emerging companies fund portfolio manager Michael Cowin...
Funds management
Fund managers remain bullish as to the direction US equity markets will take for the remainder of the year and into 2005 despite last nights anticipated quarter point rat...
Financial planning
The Australian Prudential Regulation Authority says it has completed enforcement action against five directors of the former trustee of the Queensland-based Employees Pro...
Financial planning
Rivkin Financial Services newly elected managing director Andrew Davis may not have the opportunity to implement his revived business strategy after corporate raider Faro...
Financial planning
ClearView Retirement Solutions has appointed InTech Financial Services as asset consultant to further distance itself from former parent IAG after having been acquired by...
Financial planning
Pengana Capital has received a significant capital injection through a deal struck by its holding company - Pengana Holdings - with a subsidiary of prominent investor Rob...
Financial planning
The Australian Prudential Regulation Authority (APRA) has banned two Melbourne-based trustees from the industry after a number of serious Superannuation Industry Supervis...
Editorial
Perpetual Trustee Company is set to improve its 2003 profit performance by at least 25 per cent, fuelled by strong growth in its funds management business and increases w...
Financial planning
Ten AMP Capital Investors’ funds have been placed ‘On Hold’ as a precautionary measure by rating house Assirt Research in light of three recent key departures within its ...
Financial planning
The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...
Funds management
The Australian Prudential Regulation Authority (APRA) has permanently disqualified two former Harts Australasia executives from the industry for failing to demonstrate du...
Financial planning
After leaving his post as senior portfolio manager at Perpetual Investments in September 2002, Peter Morgan resurfaced later that year to announce the establishment of a ...
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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...