FUND MANAGER

Financial planning

Direct investment company Explorer Group has taken a strategic stake in boutique fund manager Above the Index Asset Management and gained the services of industry stalwar...

Financial planning

A Queensland forestry agribusiness fund manager is looking at a possible ASX listing as it plans an exit strategy for its investors....

Financial planning

The Australian Consumers’ Association has echoed the sentiments of ASIC by calling for tighter controls over the mortgage broking industry in light of the proliferation a...

Financial planning

A small, Melbourne-based dealer group has done what only a handful of the global institutional managers have managed to do in Australia – launched its own China-specific ...

Financial planning

Stephen Henshall’s route into paraplanning was through superannuation administration at William Mercer. The change, however, showed him the difference between handling fu...

Financial planning

Hungarian banks, chewable tobacco and other exotics are part of the stuff of global stock stories that excite these specialist managers....

Financial planning

With Rob Coombe at the helm, BT Financial Group identified the need to expand its advice and distribution capabilities, and took the bold step of establishing a new deale...

Financial planning

Australians can boast that they have a funds management industry renowned the world over for its innovation. But not very often does a successful local fund manager come ...

Editorial

The fortunes of Westpac Banking Corporation continue to climb after it delivered a record profit of $2,818 million for the year ended September 30, 2005, representing an ...

Financial planning

Van Eyk Research has overhauled its ratings systems, adding some new fund manager ratings and tightening the definitions of the others....

Financial planning

St George’s wealth management business contributed almost 20 per cent more to the group’s profit before tax this year than in 2004, on the back of strong investment marke...

Financial planning

HFA Asset Management’s conscious effort to become more proactive with institutional investors has begun to pay dividends with the winning of a $60 million international s...

Financial planning

Skandia will add six new funds to its investment menus on all products, except corporate superannuation, in response to market trends identified during the firm’s most re...

Financial planning

Fund manager Portfolio Partners is the latest investment company to get more serious about going green, having signed a research partnership with the Sustainable Investme...

Financial planning

For the second time in a week investors have been told to hold off on investing in funds managed by Colonial First State, sparking expectations of radical changes to the ...

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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...

4 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...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 6 days 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. ...

1 week 2 days 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 week 1 day ago