PORTFOLIO MANAGEMENT
Financial planning
In a move to increase its focus on global investment managers, Russell Investment Group has appointed two new global managers to the Russell International Shares Fund....
Financial planning
Westpac Financial Planning has now completed the implementation of its advisory administrative tool known as the Leading Edge Advice Platform....
Financial planning
Wealth management software provider Xplan has added risk analysis and analytics to its service package with its acquisition of PlanTech Consulting for $15 million....
Financial planning
Three market data and trading companies are to merge to provide an all-in-one financial services platform for investors....
Funds management
Wealth management services provider Bravura Solutions has foreshadowed development of new wealth management applications over the next year to maintain the strong results...
Financial planning
Wrap providers are poised to benefit from deregulation of the UK financial services industry, the UK manager of a professional consulting services supplier has said....
Financial planning
Effective immediately, Deutsche Asset Management has appointed Klaus Kaldemorgen as global head of equities and Heinz Fesser as global head of fixed income....
Financial planning
Nucleus Financial Group has chosen Asia Pacific’s Bravura Solutions to provide the UK market with the technology for a new wrap....
Funds management
Tradewinds NWQ has been appointed as a manager to the Advance Asset Management International Shares Multi-Blend Fund....
Financial planning
The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...
Financial planning
Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...
Funds management
Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...
Financial planning
The long-term investment outlook for the Australian share market remains positive, following a period of strong, consistent investment returns over the long-term, accordi...
Financial planning
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
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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...