FUND MANAGER

Funds management

Tower Asset Management has fallen victim to the continuing instability of the wider Tower group, receiving a weak rating from research house Morningstar for its business ...

Financial planning

The take-up of individually managed accounts (IMAs) in Australia will not be as great as the US experience, says HSBC Asset Management head of retail Rick Villars, who sa...

People & Products

Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....

Funds management

Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....

Financial planning

The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...

Financial planning

One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...

Financial planning

EQUITY Trustees Funds Management (EQTFM) has increased its existing range of funds with the development of three multi-sector funds; income, balanced and growth....

Financial planning

Assirt has released the findings of its six-monthly review of Perpetual Investments (PI), this time including the rating of two new sectors – the Alpha Quant Shares and A...

Financial planning

Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...

Financial planning

Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...

Financial planning

AUSTOCK Brokers has taken a strategic stake in Stockford and is seeking seats on the board less than two weeks after the departure of St George from the troubled consolid...

Financial planning

HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...

Financial planning

Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...

Financial planning

Gearing has become a little too popular recently for DOMINIC McCORMICK, who says the reasons for its growth are not always in the interests of the client....

Editorial

I HAVE asked dozens of financial planners where they add value to their clients. Their usual response is through advice and strategy....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago