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FUNDS MANAGEMENT BUSINESS
Rate the raters
Despite rating the value that research houses provide as high, funds managers are not clear on how the research market differentiates itself, and as a result, who is best...
Financial planning
OFM Investment Group, created out of the demutualisation of the Over 50s Mutual Friendly Society in July last year, has stated it will list on the Australian Stock Exchan...
Financial planning
Morningstar Research has downgraded Rothschild Australia Asset Management (RAAM) from a four to a three star rating amid intense industry expectation of an announcement b...
Financial planning
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
Financial planning
The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...
Financial planning
Australian firm ObjectMastery is shrugging off the downturn in the funds management business in the UK with its Transact wrap account receiving inflows of about $375,000 ...
Financial planning
A round up of the latest events in the retail financial services business....
Financial planning
ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...
Financial planning
Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....
Financial planning
Online financial services provider Snowball Group has struck a deal with Fleet Capital with the latter purchasing all its shares and options, resulting in a capital boost...
Financial planning
Assirt has given the thumbs up to AXA’s funds management business in its first research findings since AXA signed the joint venture with Alliance Capital Management in Oc...
Financial planning
Advance has built a name for itself as a consistent performer as a value manager. But all that is about to change, writes Stuart Engel. ...
People & Products
High profile technical strategist Andrew Lowe has left AMP to join the technical team at ING, heading up technical investment strategy for its funds management business....
Financial planning
Advance Funds Management chief investment officer Dr Stephen Lam has scored the top post in the group, following the retirement of managing director Malcolm Robertson....
Financial planning
Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...