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FUND MANAGER
Financial planning
It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....
Funds management
Coastal Capital has become one of a growing number of fund managers marketing hedge funds to retail investors....
Financial planning
Buying a large dealer group like RetireInvest is not all beer and skittles....
Financial planning
Australia’s three-year old fund manager – Ausbil Partners - has changed its name to Ausbil Dexia to better reflect its links to European banking group Dexia....
Financial planning
Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....
Financial planning
Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...
Funds management
BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....
Financial planning
The National, soon to be Australia’s third biggest fund manager, has taken top spot in inflow of funds for the three months to the end of March....
Financial planning
Following the enormous success of its global technology fund, Colonial First State is to about launch the Global Health and Biotechnology fund....
Financial planning
June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...
Financial planning
Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...
Financial planning
The history of Glenhurst Corporation has mirrored the way the financial planning industry progressed during the nineties. First as a tied agent, then a multi-agent, it ha...
Financial planning
The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...
Funds management
Armstrong Jones has bagged New Zealand’s Morningstar fund manager of the year crown for the seventh year in succession....
Financial planning
The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...