FUND MANAGER

Financial planning

Planners should tell their clients about all eventualities with their plans, as a means of preparing them for downturns, says Tim Farrelly of Macquarie Bank....

Financial planning

BT Funds Management has emerged as one of the stellar Australian shares per-formers for 1999....

Financial planning

BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....

Financial planning

BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....

Financial planning

Australia’s superannuation system remains as baffling as ever to the people that use it, a survey has found....

Financial planning

A lot of advisers do not appreciate the finer qualities of the business development executives whose job it is to tend to their every wish. Nick Bruining, however, won’t ...

Financial planning

A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....

Financial planning

Legg Mason has become the latest US mutual fund manager to buy into the European market, with the purchase of UK fund manager Johnson Fry for about US$70 million, the fir...

Policy & Regulation

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

Financial planning

A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....

Financial planning

Beware, October is upon us! Not only is it the most volatile month for share mar-kets swings, but it was also the month when the two greatest stock market crashes took pl...

Financial planning

One of the first to join high flyers Clayton Robard in the mid 1980s, Ken Brewer, has joined Tyndall, the group that rose from the ashes of Clayton Robard....

Financial planning

UK - British pension funds gave their first indication of shedding their conservative image with news that some are looking at shifting away from traditional investments ...

Superannuation

There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...

Financial planning

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

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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 1 day ago

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

3 weeks 6 days 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. ...

6 days 20 hours 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. ...

2 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...

1 day 15 hours ago