FUND MANAGER

Financial planning

You have to be of a certain age to remember it, but at one stage back in the 1980s there was five times as much money in unlisted property funds and syndicates as there w...

Financial planning

St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....

Financial planning

Colonial First State is close to losing its tag as Australia’s biggest fund manager to a boisterous Macquarie Bank, with the latter’s funds under management growing at 9 ...

Financial planning

Research house Standard & Poor’s is considering a change to its process of reviewing fund managers, just weeks after its purchase of rival Assirt Research from the St Geo...

Financial planning

APN Funds Management has secured platform specialist John Hyslop as its new national sales and distribution manager....

Financial planning

Macquarie Bank has signed letters of intent with two Australian boutique fund mangers as part of a series of exclusive distribution deals that will trigger the release a ...

Financial planning

Specialist property fund manager MFS today announced that it had taken a controlling stake in listed resort and holidays group BreakFree while announcing it’s desire to c...

Financial planning

Stock research firm Fat Prophets is aiming to launch a boutique listed investment company in a move that will push the group into the realm of buying and selling shares f...

Financial planning

Specialist mortgage and property fund managers MFS Limited has retrenched its entire five-person marketing team and four others from its Gold Coast head office....

Financial planning

Australian Unity has linked with a number of prominent portfolio managers to set up a boutique funds management group that will specialise in absolute return fixed intere...

Financial planning

Fund manager performance and investment style consistency have been identified as key factors in attracting fund flows, however manager reputation also has a strong influ...

Financial planning

Boutique fund manager MFS Group is to join forces with Gold Coast-based holiday accommodation group, Breakfree, to create a diversified property group with a market cap o...

Financial planning

The investment management arm of Australian Unity has flagged that it will expand its product range early in 2005, both through in-house development and possible joint ve...

Funds management

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

Financial planning

MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...

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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 6 days 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 5 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 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