FUND MANAGER

Funds management

Boutique property fund manager APN Funds Management is bidding to give advisers access to direct property through platforms with the launch of a new fund....

Editorial

Tower Group spin-off Australian Wealth Management has dramatically lifted its profit forecast following news that the NSW Government would not appeal a decision to excuse...

Superannuation

Investors will be able to choose their target date of retirement, rather than a preferred asset allocation, as part of a series of new funds that is counting on individua...

Editorial

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Funds management

Research house Standard & Poor’s has finally finished its assessment of the new faces in charge of building most of Colonial First State’s Australian Equities funds, and ...

Financial planning

Merrill Lynch Investment Managers today launched its third Australian equities fund, which will invest in a combination of small, mid and large caps stocks....

Funds management

By any measure, it has been a successful 2004 for boutique fund manager St Helens Capital....

Funds management

What does a company better known for operating suburban Chemist shops know about funds management? Everything, if the predictions of researchers is anything to go by....

Funds management

In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...

Funds management

Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...

Financial planning

There are some members of the financial services industry whose influence transcends any particular year. They are, and always will be, some of the industry’s most influe...

Financial planning

It was a marriage of dealer group and fund manager royalty when Chris Cuffe and Ray Miles hammered out the deal of the year....

Financial planning

Babcock and Brown has denied a desire to make a major play into Australia’s financial planning distribution channels was behind its decision last week to significantly in...

Financial planning

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

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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 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 1 day 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 ago