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...
Zurich Financial Services Australia has appointed boutique manager Renaissance Asset Manager to run its specialist listed property securities managed fund, which has more...
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 ...
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...
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....
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 planners using Colonial First State’s flagship FirstChoice platform have been given the option to directly trade equities without incurring associated administr...
Abstract Long...
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...
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...
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....
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....
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...
Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....
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 ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...