MORNINGSTAR

Financial planning

Geoff Rimmer is not your typical managing director. Sure he has the towering sky-scraper office building in Sydney’s CBD, a keen business sense and good head for figures....

Financial planning

Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....

Financial planning

IOOF Investment Management has been upgraded from a three to a four star rating following a review of its cash, fixed interest and international equity funds by Morningst...

Financial planning

HSBC Australia will boost its presence in master trusts and wrap accounts spearheading a global move away from direct sales according to chief executive officer Barry She...

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

Recently departed Morningstar Research head of sales Toby Potter will shortly rejoin the industry in a sales and marketing position with the research division of financia...

Financial planning

Australian shares look likely to maintain their status as an investor “safe haven” compared with other share markets, a panel of the financial services industry’s top chi...

People & Products

Morningstar head of sales Toby Potter will leave the research house after submitting his resignation, effective immediately, which came at the end of a review of its busi...

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

Challenger has finally rolled out the Galaxy master trust after announcing its intention to offer the group’s second master trust offering in November last year....

Financial planning

Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....

Financial planning

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

The funds management industry needs an overhaul of small, inactive and low performing products to improve efficiency and customer service, according to two key research f...

Financial planning

BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....

Financial planning

Australian Skandia has become the first financial services group to take up the Morningstar global style box tool as a key element in the launch of its first products int...

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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’...

1 month 1 week ago

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

2 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...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
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