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Financial planning
Equity Trustees (EQT) has struck a deal with Aberdeen Asset Management to provide responsible entity (RE) services for a range of the latter’s Asian equities funds....
Financial planning
Master trust provider Finium Financial Services has announced changes to its International Shares Pool within the Finium Super Master Plan, following the firm’s decision ...
Financial planning
Asset consultants Intech Financial Services have announced the appointment of former Mercer Asia Pacific chairman and chief executive Bruce Cook as a director....
Financial planning
Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...
Financial planning
Macquarie Equities has signed a co-operation agreement with Asian brokerage firm CLSA Emerging Markets which aims to provide global clients with financial services in the...
Financial planning
Dimensional Fund Advisors (DFA) has been rated as a strong manager with strong sectors, while its four funds earned four stars in the latest review of the group from rese...
Financial planning
The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
Financial planning
Investors should consider dipping their toes back in the risky tech and emerging markets stocks, according to Fiducian Portfolio Services managing director Indy Singh....
Financial planning
Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...
Financial planning
Zurich Financial Services is to launch a more focussed range of funds as part of a restructure of its product range....
Financial planning
The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...
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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...