INVESTMENT MANAGER
Financial planning
The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...
Financial planning
A major shakeup of the Commonwealth Bank group in New Zealand sees Sovereign taking over the marketing of Colonial First State Investment's (CFSI) retail funds, with the ...
Financial planning
Zurich has joined the four-star club for managers rated by Morningstar....
Funds management
Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....
Financial planning
Emotional responses are far more likely to drive share investment decisions than any concept of efficient investing, according to Melbourne University investment manager ...
Financial planning
The rapid globalisation of the Australian funds management market continues un-abated, this time with the launch of ING funds by Mercantile Mutual....
Financial planning
Credit Suisse Asset Management has rolled out two new funds aimed at attracting investors seeking higher returns in the technology end of the investment market....
Funds management
BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....
Financial planning
Russell Hooper’s boutique funds management group Castle Capital Management is to list an investment fund on the Australian stock exchange specialising in Euro-pean small ...
Financial planning
Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...
Financial planning
AM Corporation has dropped Investors Mutual and Maple-Brown Abbott as boutique managers used in its managed the managers style on its $500 million AM Australian Equities ...
Financial planning
Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database. Westpac has sold financial services products to 450,000...
Financial planning
Deutsche Bank's Top 50 funds, launched in early July 1999, have put up an impres-sive showing in Mercer's Unit Trust tables for the three months to October 31....
Financial planning
Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....
Funds management
The private equity market appear to be hotting up with the launch of the third retail offering in the sector in the last six months....
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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...