FUND MANAGER

Financial planning

Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....

Financial planning

Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....

Financial planning

Perennial Asia has received a five star rating from Morningstar for its wholesale IOOF/Perennial Asia Equities Trust....

Financial planning

Assirt Research has lost two more staff following the resignation of its head of data, Phil Waterfall and project manager and investment analyst, Tim Bowring....

Financial planning

Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...

Financial planning

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O'Brien into a newly created director retail sales and marketing role....

People & Products

AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...

Financial planning

Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...

Financial planning

Vanguard Investments has tweaked the composition of the ASX200 Index by excluding listed property trusts to form the basis of a new Australian share fund which aims to de...

Financial planning

Mercer Investment Consulting head of research for retail products Chris Durack has been snared by Perpetual Investments to take on a new role covering research relationsh...

Financial planning

Goldman Sachs JBWere has realigned its marketing division as part of a move by the group to focus more on product and trade promotion rather than advertisement of the rec...

Financial planning

Mercer Investment Consulting (Mercer IC) has added an intermediary expert to its retail team working with dealer group and master trust clients....

Financial planning

Macquarie Bank has announced a 48 per cent rise in profits buoyed by a 61 per cent increase in international income, but warns that the next twelve months may not be as r...

Financial planning

Glebe Asset Management general manager equities, James McSkimming, has resigned from his position after 17 years with the group, resulting in a ratings downgrade from Inv...

Financial planning

Van Eyk Research is steadily expanding resources within its research and iRate online desktop tool divisions with the announcement of two new appointments today....

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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 5 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 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 4 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. ...

6 days 18 hours 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...

5 days 22 hours ago