Powered by MOMENTUM MEDIA
moneymanagement logo
 

RETAIL INVESTORS

Financial planning

Australia has the highest proportion of share ownership in the world with more than half of the nation's adults now investing in the stock market, according to the Austra...

Financial planning

BNP Investment Management has launched a range of mezzanine funds with no entry fees, signalling the group’s move on the retail and master trust market....

Financial planning

Another US manager is to hit our shores, following the recent announcement by Rothschild Australia Asset Management (RAAM) that it is to hand over more than $800 million ...

Funds management

JB Were and Son has consolidated and rebadged its asset management arm in a bid to reflect the increasing amount of new retail business flowing into managed funds...

Financial planning

Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...

Financial planning

The Lazard group of investment banks and Credit Agricole, France's biggest retail bank, have formed an alliance between their equity capital markets ac-tivities....

Financial planning

New Zealanders’ growing appetite for overseas investment has paid dividends for AMP Asset Management (AMPAM) as its listed international investment vehicle topped $1 bill...

Financial planning

AMP Asset Management has opened its $580 million private capital investment portfolio to the retail market....

Financial planning

Recent tax proposals have thrown the spotlight on venture capital investments. But Australia has a lot of catching up to do, say Stephen White and Sam Armstrong....

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....

Financial planning

Some people may be forgiven for regarding new floats as a licence to print money....

Funds management

Macquarie Investment Management is to open up its private equity fund of funds MAIT (Macquarie Alternative Investment Trust) to retail in-vestors for the first time in ea...

Financial planning

With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....

Financial planning

In previous <I>Money Management </I>columns, readers have been alerted to one of IFSA’s major projects - the development of an industry code of ethics and associated prac...

Financial planning

J B Were Trusts have announced the change of the appointed manager of international equity investments, changing from Morgan Stanley to Wellington Management Company LLP....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 4 days 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 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago