CHIEF INVESTMENT OFFICER

Financial planning

Research house InvestorWeb is considering taking legal action against BT Funds Management over allegations made by BT’s chief investment officer Gary Symons that the rati...

Financial planning

The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...

Financial planning

Boutique funds management group Investors Mutual will launch two new funds before the end of the year as part of an expansion plan according to managing director Anton Ta...

People & Products

Former National Asset Management (NAM) chief investment officer Stephen Hiscock has returned to funds management as head of his own boutique operation in Melbourne, after...

Financial planning

BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...

Financial planning

Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...

Financial planning

InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...

Financial planning

Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...

Funds management

The listed property trust (LPT) sector has been tipped by Ausbil Dexia to continue to outperform the All Ordinaries index, at least until the end of this calendar year....

Financial planning

HSBC Asset Management Australia has undergone a change of the guard with Paul Kasian moving into the chief investment officer (CIO) position, following the resignation of...

Financial planning

Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....

Financial planning

Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....

Financial planning

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

Australian shares took a dive in the first month of the new financial year, coming off the back of being one of the top performing asset classes of last financial year....

Financial planning

The asset management industry needs to commit significant time and resources to innovative product research and development in the future, to keep pace with growing consu...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago