POWERED BY MOMENTUM MEDIA
PORTFOLIO MANAGEMENT
People & Products
Credit Suisse Asset Management (CSAM) head of balanced funds Lindsay Gibson will retire from his portfolio management role at the end of June this year....
Financial planning
Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...
Financial planning
The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...
Financial planning
Wraps based on the Australian model will replace self-managed accounts in the UK financial services market, a new British report says....
Financial planning
BT Funds Management has created the position of head of equity research, appointing Crispin Murray to the role. Murray, the former executive vice president and head of Eu...
People & Products
Colonial First State has announced a further changing of the guard within its funds as Barry Henderson, the portfolio manager of the group’s Future Leaders Fund will leav...
Financial planning
THE BIGGEST risk facing most financial planners is complacency; the unjustified confidence that growth will continue unabated, that their business is virtually fireproof....
Financial planning
Technology firm Supercorp has launched an administration system called SuperVisor II, which it developed in conjunction with boutique dealer group Fiducian Group, to a wi...
Financial planning
Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...
Financial planning
Research house Assirt has maintained its competent rating on Lazard following the resignation of half its Global Ex-Australia portfolio construction team....
Financial planning
Tower Limited will sell its personal and corporate trustee business as part of an ongoing restructure of the group which began in December of last year....
Editorial
I HAVE asked dozens of financial planners where they add value to their clients. Their usual response is through advice and strategy....
Financial planning
Tower Financial Services will merge the distribution arms of its life investments and trustee (portfolio management) operations into one group from today....
Financial planning
A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...
People & Products
The first major part of the integration of Westpac Investment Management (WIM) and Rothschild Australia Asset Management (RAAM) has been finalised with the appointment of...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...