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Financial planning
St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...
Financial planning
Bodinnars Personal Financial Services is aiming to open up offices in each of the nation’s states by the end of the financial year and release a range of service packages...
Financial planning
The Australian Securities and Investments Commission (ASIC) obtained final orders in the Supreme Court of Queensland yesterday against the directors of Drury Management, ...
Financial planning
Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...
Funds management
Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....
Financial planning
InvestorWeb has granted two funds – APN and Pengana Capital – its six star (‘exceptional buy’) rating in the 2003 review of the Australian listed property sector with a f...
Financial planning
The number of Australians investing in superannuation is at its highest level since December 1997 despite a lack of investor enthusiasm to pump more money into super, acc...
Financial planning
Newly launched retail distribution group The Private Collection has launched its second fund - an income fund offered by boutique fund manager Westpoint Corporation....
Editorial
The Financial Planning Association (FPA) will post its first end of financial year operating loss this year, with an expected $2 million deficit for 2004, due to a fall i...
Financial planning
Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...
Funds management
State and Territory Consumer Affairs Ministers have thrown their support behind an Australian Labor Party plan to introduce a national regulatory regime, administered by ...
Financial planning
The continued recovery of the Australian share market boosted manager performance again in February with growth managers continuing their upward trend, according to the l...
Financial planning
IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...
Financial planning
Research group Zenith Investment Management has warned the flight to mortgage funds in an effort to gain better returns than cash trusts carries high risk particularly wi...
People & Products
Boutique property fund manager MacarthurCook Investment Management has completed the second part of an executive search commenced last year for two senior staffers, with ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...