AUSTRALIAN EQUITIES

Financial planning

The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....

Financial planning

Credit Suisse Asset Management’s Australian equities products have maintained the confidence of Assirt, with the research house awarding the Swiss funds management group ...

Funds management

International equities will once again rise to the the top in terms of investments performance with an expected 13 per cent growth over the next year, outstripping domest...

Financial planning

InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...

Financial planning

THE Treasury Group has flatly denied speculation it will finance a new boutique fund management operation by the soon to depart senior portfolio manager at Perpetual, Pet...

Financial planning

Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...

Funds management

Advance Funds Management will launch an Australian Geared Equity Fund and an Australian Smaller Companies Fund this week to capitalise on increasing market demand for per...

Financial planning

BNP Paribas Asset Management has confirmed that it has already shed some staff and will possibly lose more in the wake of its decision today to sell off its Australian eq...

Financial planning

The United Funds Management group has dropped growth oriented Credit Suisse First Boston from its pool of active Australian equities managers in favour of the style neutr...

Financial planning

Perennial Investment Partners has been applauded for making a number of good strategic choices in its funds management process, with the Assirt research house saying the ...

Financial planning

The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...

Financial planning

IOOF Investment Manager and its subsidiary Perennial will need to make significant investments in growing staff numbers and infrastructure if they want to establish thems...

Financial planning

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

Perpetual Trustees Australia today reported a full year net profit of $75.6 million, up 38 per cent from the prior year....

Financial planning

THE MELBOURNE-based Treasury Group has announced its intention to acquire a stake in a series of small fund managers as part of an ambitious bid to become an umbrella gro...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 23 hours ago