AUSTRALIAN EQUITIES

Financial planning

It is as spectacular a fall from grace as you are ever likely to see. In the heady days of 1999 and early 2000, stock markets were floating on a wave of tech-fuelled euph...

Financial planning

The announcement that Colonial First State Investments’ long time head of Australian equities Greg Perry will resign from his post in June this year has led to Morningsta...

Funds management

The Commonwealth Bank (CBA) and Colonial First State have rolled their respective asset management divisions into one despite earlier assurances that such a move would no...

Financial planning

Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...

Financial planning

Perpetual Trustees Australia Ltd has reported a strong past six months with a 43 per cent increase in its operating profit for the half-year period to 31 December 2001, b...

Financial planning

Following a downward trend in the performance of its funds, Morningstar has downgraded Credit Suisse Asset Management from a five to a four star fund manager....

Financial planning

Just days after the announced redundancy of Invesco head of sales Tony McFadyen, Invesco Australia has confirmed the departure of one of its Australian Equities key playe...

Financial planning

National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...

Financial planning

Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....

Financial planning

Portfolio Partners’ High Growth Shares Trust has cracked $100 million with average returns of more than 20 per cent over a five year period....

Financial planning

AM Corporation has become the first customer to roll out a new launched online risk profiling tool from IWL, offering it as the latest service available to advisers and c...

Financial planning

Following the signing of a distribution alliance agreement between Challenger International and Credit Suisse First Boston (CSFB) late last year, Challenger International...

Financial planning

UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...

Financial planning

It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....

Funds management

Listed property trusts (LPT) have finished 2001 as the best performing asset class for Australia investors, rewarding those who flocked to defensive sectors both before a...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 6 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago