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FUND MANAGER
Financial planning
Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...
Financial planning
Investment performance is still the most important consideration for clients de-ciding which product to invest in, a funds management and consumers study has found....
Financial planning
In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...
Financial planning
Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....
Financial planning
The void at the top of HSBC Asset Management has finally been filled. John Wilkinson spoke with the two new executives about their plans to make the Australian operations...
Financial planning
Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....
Financial planning
A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation's ranks to set up shop on their own....
Financial planning
Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds....
Funds management
Advisers recommending high income clients invest blindly in unit trusts should beware of tax implications....
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
Financial planning
Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge....
Financial planning
The merger between Lifeplan and StateGuard Friendly Society has been approved by all members and will go ahead on April 1....
Financial planning
Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the pan. Zilla Efrat looks behind the group's impressive numbers and...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....