FUND MANAGER

Financial planning

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

Editorial

Agricultural investment schemes suffer from an image problem, but Canberra’s only fund manager wants to change all that, as John Wilkinson reports....

Financial planning

The transition of portfolio assets when changing fund managers is resulting in higher costs and loss of performance for superannuation funds according to Frank Russell tr...

Financial planning

Online broker E*Trade has announced the roll out of a system which will allow the research and trading of retail and wholesale managed funds...

Editorial

Perpetual Trustees today announced it had posted a net profit of $40 million for the past financial year, up 31 per cent on the previous year....

Financial planning

IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....

Financial planning

SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...

Financial planning

News that Australia’s funds management industry has taken a shine to ethical investment has raised a few eyebrows around the industry. ...

Financial planning

County hopes to unfreeze its five suspended cash trusts by the end of August....

Financial planning

Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....

Editorial

There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...

Financial planning

Only one in 50 financial planners does not use the Internet for their business, according to a recent survey....

Financial planning

Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....

Financial planning

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

Financial planning

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

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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 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 11 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 15 hours ago