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Financial planning
Listed investment company Bentley Equities - previously BT Global Asset Management - has flagged a move back into active investing with shareholders to vote on the appoin...
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Financial planning
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Financial planning
Credit Suisse Asset Management (CSAM) has launched a first in the Australian investment market place - an international shares fund allowing investors to choose a preferr...
Financial planning
The Australian Securities and Investment Commission (ASIC) today released its anticipated draft guidelines in relation to the product disclosure statements (PDSs) of soci...
Financial planning
The turnaround in Platinum Asset Management’s decision to withdraw its funds from the Macquarie Wrap platform investment menu was not related to fees in any way, says Pla...
Financial planning
Platinum Asset Management has reversed its decision to pull its funds from the the investment menu of the Macquarie Wrap product after the latter introduced a revised fee...
Financial planning
Is there any way to accurately measure adviser quality, asks Robert Keavney....
Financial planning
The Australian Securities and Investments Commission (ASIC) has banned a Sydney securities dealer for three years as part of its ongoing investigation into the now defunc...
Editorial
The Treasury Group has cruised through the tumultuous 2002/03 financial year, reporting profits almost 350 per cent higher than the previous corresponding period....
Financial planning
The risks of chasing fund manager performance have been highlighted by the revelation in a new study that top-performing retail share funds one year invariably have lackl...
Funds management
Select Asset Management has launched a single-manager global multi-strategy hedge fund through its joint venture with European hedge fund manager Aspect Capital, establis...
Financial planning
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
Financial planning
Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....
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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....