POWERED BY MOMENTUM MEDIA
FUND MANAGER
Financial planning
Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...
Financial planning
A robust market with an appetite for boutiques has aided listed financial services firm Treasury Group to double funds under management for the year ending June 30, and i...
Financial planning
The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....
Financial planning
Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...
Financial planning
Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...
Financial planning
Hamish Trumbull provides an overview of alternative products that provide investors with access to Australian equities....
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
AMP today launched the first of what is expected to be a host of fund manager roll-outs of Term Allocated Pension products in the lead up to new retirement income streams...
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Financial planning
BT Financial Group has delivered the strongest indication to date it plans to launch a new dealer group, with the Westpac Bank-owned fund manager signing-up former Retire...
Rate the raters
Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....
Rate the raters
With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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....