FUNDS MANAGEMENT BUSINESS

Policy & Regulation

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

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People & Products

Wilson HTM has announced the retirement of managing director Steve Wilson, effective 27 October 2011. He will be replaced by current head of private wealth management And...

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Financial planning

Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....

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Editorial

Since their inception, the eight Platinum international funds have exceeded their respective indexes by a staggering 10 per cent per annum. Robert Keavney explores the cu...

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Financial planning

The Commonwealth Bank has posted a solid half-year profit, but CommInsure appears to have struggled....

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Financial planning

West Australian investment manager Kingston Capital has given up its financial planning arm to Financial Services Partners (FSP) following a restructure of the business i...

Financial planning

Equity Trustees adds OAMPS Super Fund to its stable, boosting FUM and its broader product offering....

People & Products

Vanguard Investments Australia’s chairman and managing founder, Jeremy Duffield, will retire at the end of the year....

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Financial planning

Stanfield Funds Management has gained effective control of Mariner Corporation....

Funds management

Funds manager Stanfield mops up property funds and looks to expand....

Financial planning

Macquarie Funds Group has taken a majority stake in real estate funds manager Rismark, with a Macquarie executive being appointed as chairman....

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Financial planning

Cromwell Group has moved to acquire Orchard Funds Management....

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Financial planning

Standard & Poor's has changed the ratings of three Challenger Australian equity strategies following the company’s announcement of the expansion of its boutique funds man...

Funds management

Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....

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People & Products

Diversa recruits Vincent Parrott as head of funds management....

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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...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

6 days 23 hours ago