FUND MANAGER

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...

Financial planning

AM Corporation is one of the last surviving independently owned financial services groups in Australia. Stuart Engel examines the impact of one of the biggest revamps in ...

Financial planning

Online financial transactions have become almost commonplace among the richest third of Australian society. Mike Taylor asks whether the Australian populace is ready for ...

Editorial

Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...

Financial planning

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

Financial planning

Deutsche Asset Management has rolled out a series of mezzanine products targeted at financial advisers....

Financial planning

Co-founder of Portfolio Partners, Keith Ince, has stepped down from his role as co-managing director of the Norwich-owned fund manager....

Financial planning

With the acquisition of York Capital under its belt, Australian Unity is restructuring the way it plays the property investment market. John Wilkinson looks at where that...

Financial planning

Nick Bruining offers some invaluable advice for surviving this year’s FPA Convention in Melbourne....

Financial planning

Zurich Investment Management has been given a three star rating in its first qualitative rating by Morningstar....

Financial planning

This was going to be a court case that promised everything. Money, high society, glamour and a smattering of sex. It also promised to blow the lid off how the City of Lon...

Financial planning

AM Corporation is one of the last surviving independently owned financial services groups in Australia. STUART ENGEL examines the impact of one of the biggest revamps in ...

Financial planning

Chase Ord Minnett has offloaded its Ord Minnett Strategic Investments (OMSI) subsidiary less than three months after the $200 million takeover of Ord Minnett by Chase Man...

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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