CREDIT SUISSE

Life/Risk

ING has announced a breakthrough tax ruling affecting its OneCare life insurance products at the same time ING Investment Management said it still has one of the largest ...

Financial planning

Australian investors are being invited to invest in one of our scarcest resources – water – via a new product launched today by Credit Suisse and Equity Trustees in conju...

Financial planning

Citigroup Wealth Advisors has added a separately managed accounts offering to its existing wealth management platform with the introduction of Citigroup Investment Soluti...

Financial planning

Credit Suisse has selected Praemium’s V-Wrap to provide portfolio administration services to its recently launched, Sydney-based Australian Private Banking division....

Financial planning

Independent wrap provider, Netwealth Investments Limited, has expanded its market presence by adding to its online adviser offerings as well as signing up a number of new...

Financial planning

Abstract Long...

Financial planning

ING Australia business development manager Russell Hannah has taken out the top honour in the Money Management/Tribeca BDM of the Year Awards....

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Funds management

International equities heavy weight Platinum has once again proved popular with financial planners, but new research has revealed there is a rising star in the asset clas...

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Financial planning

Ratings house Standard & Poor’s has issued fund manager Credit Suisse’s small company offerings in the market an ‘on hold’ status following the departure of co-portfolio ...

Financial planning

Credit Suisse Asset Management has revealed an optimistic outlook for global economic prospects for 2007....

Financial planning

Wealthtrac has almost doubled in size after being selected as the successor fund platform for Credit Suisse Super and Pension Plan....

Financial planning

The global asset management industry has, and will continue to change dramatically from what it was five years ago, according to Credit Suisse vice chair Robert Parker....

Financial planning

Following a strategic review of its MasterWrap offerings, Credit Suisse asset management has announced it will be exiting these products in the Australian market....

People & Products

Deutsche Asset Management has announced the appointment of Clayton Coplestone as its head of distribution for Greater China, as well as head of the company’s Hong Kong bu...

People & Products

The man who established Portfolio Partners Limited in 1994, Keith Ince, has been appointed executive vice chairman and head of asset management in Australia by Credit Sui...

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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 1 week 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 3 days 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 2 days ago

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

3 weeks 3 days ago