BT

Editorial

A 132 per cent increase in funds under management to $543 million by Soul Funds Management helped Washington H Soul Pattinson and Company to a record $421.4 million net p...

Funds management

Zurich Financial Services Australia has appointed boutique manager Renaissance Asset Manager to run its specialist listed property securities managed fund, which has more...

Financial planning

The recently departed head of Westpac Bank’s in-house financial planners, Justin Greiner, has ended up working for a former boss, taking on the lead distribution role at ...

Financial planning

A troupe of public sector and industry superannuation funds have demanded Australia’s biggest companies more clearly disclose how they make sure their directors do not fu...

Financial planning

Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....

People & Products

The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...

Financial planning

Financial planners using Colonial First State’s flagship FirstChoice platform have been given the option to directly trade equities without incurring associated administr...

Financial planning

Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...

Financial planning

Deutsche Asset Management’s Global Select Equity and Global Bond funds have been hit with multiple ‘hold’ recommendations due to management changes resulting from the sal...

Financial planning

Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....

Financial planning

Barclays Diversified Growth was the star performer in Mercer’s pooled fund survey for the quarter to June 30, returning 3.8 per cent, against a median 3.2 per cent....

Financial planning

Zenith Investment Partners has placed a sell rating on Portfolio Partners’ Elite Opportunities Trust following last month’s resignation of Chris Kourtis as portfolio mana...

Financial planning

Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....

Financial planning

Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...

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 ...

1 month 3 weeks 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 ...

1 month 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 ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago