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FUND MANAGER
Financial planning
Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...
Editorial
When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...
Financial planning
The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...
Financial planning
JBWere Investment Management has rolled out an Australian Equities Fund targeting retail investors with as little as $5000 to invest....
Financial planning
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
Financial planning
Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...
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
IOOF Investment Management has been upgraded from a three to a four star rating following a review of its cash, fixed interest and international equity funds by Morningst...
Financial planning
JBWere Investment Management has rolled out a new selection of retail managed funds, which waives the initial fee for investors....
Financial planning
HSBC Australia will boost its presence in master trusts and wrap accounts spearheading a global move away from direct sales according to chief executive officer Barry She...
Financial planning
Australian firm ObjectMastery is shrugging off the downturn in the funds management business in the UK with its Transact wrap account receiving inflows of about $375,000 ...
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
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
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
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...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....