FUND MANAGER

Financial planning

“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...

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...

Financial planning

In an obvious move to boost a desperately sagging circulation, “Stewy the Fridge” has decided to cast decency, good taste and sense to the four winds and ask the lemming ...

Financial planning

Colonial is now Australia's second largest fund manager usurping long-time rival BT Funds Management as the second fiddle to the AMP colossus. ...

Financial planning

Mercantile Mutual are a bunch of people with reasons to be happy!...

Financial planning

With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...

Financial planning

In the US, it pays to be a fund manager who specialises in international funds, works for a mutual fund company and lives in New York. ...

Funds management

Proposed changes to the All Ordinaries Index will allow better comparisons of fund managers and their claimed styles, according to industry pundits....

Financial planning

Lend Lease has snared top spot in the latest round of market share figures pub-lished by Assirt....

Financial planning

Over the past decade, education has become the order of the day in the United States-defined contribution (401-k) market with retirement responsibility swinging from empl...

Financial planning

National Mutual's rebranding as AXA has been highly successful and the revamped company is now poised for growth, according to New Zea-land chief executive Ross McEwan....

Financial planning

The Australian sharemarket's appetite for large companies with strong growth prospects appears to be diminishing....

Financial planning

IOOF is planning to double funds under management to $6.1 billion in the next three year with the launch of its new separate boutique funds management arm, Perennial Inve...

Financial planning

Perth-based Guardian Funds Management plans to take the $10 billion private mortgage market to advisers with the launch of a new asset class....

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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