FUND MANAGER

Financial planning

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

David Dyer reckons the development of the mortgage broking industry is running parallel to that of the financial planning industry....

Financial planning

Stockford has put out to tender a number of its support services to advisers while also hiring high profile former County executive Bruce Garratt to manage its recently a...

Financial planning

Alliance Capital's global vice chairman Alfred Harrison is playing down expectations of the group's joint venture with AXA....

Editorial

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

ANZ has outsourced its Australian equities investment management to Allianz Asset Management....

Financial planning

Alliance Capital’s global vice chairman Alfred Harrison is playing down expectations of the group’s joint venture with AXA. ...

Financial planning

Ethical fund manager Hunter Hall has hit the market running with its stock opening at $1.20, well above its list price of 90 cents, after listing at midday today....

Financial planning

Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....

Funds management

Global institutional asset management group WestAM has launched an Australian presence, following its acquisition of HSBC Quant last December....

Editorial

Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...

Financial planning

BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...

Financial planning

As the shaky dot.coms and booming biotech stocks of last year become just a painful memory investors are questioning the best method to invest in equities. Kate Kachor co...

Financial planning

Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....

Financial planning

Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 days 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 22 hours ago