FUND MANAGER

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...

Financial planning

Colonial First State has been awarded the investment industry's highest accolade as Money Management's Fund Manager of the Year....

Financial planning

Tower Financial Services Group will kill off brands including Austrust, National Insurance and South Pacific Insurance and rebadge them under the Tower name in its ongoin...

Financial planning

Former National Mutual executive director Ian Ferres is to join the Australian Unity board....

Financial planning

Today's stars are often tomorrow's average performers....

Life/Risk

1st: Suncorp 2nd: Tower Life 3rd: NRMA...

Funds management

1st: Heine Group 2nd: Home Building Society 3rd: Mutual Friendly Society...

Funds management

1st: Merrill Lynch Mercury Asset Management 2nd: Colonial First State...

Funds management

1st: Colonial First State 2nd: IOOF Group 3rd: State Super Financial Services...

Funds management

1st: Commonwealth Financial Services 2nd: Citicorp 3rd: Merrill Lynch Mercury Asset Management...

Funds management

1st: Colonial First State 2nd: Commonwealth Financial Services 3rd: State Super Financial Services...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago