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FUNDS MANAGEMENT INDUSTRY
Financial planning
Challenger International has turned the financial services sector’s push to have its proposed ‘growth pensions’ granted complying income stream status on its head, with t...
Financial planning
Independent dealer group Professional Investment Services (PIS) has expanded its research offering by signing up Lonsdale Securities and Van Eyk as preferred research sup...
Financial planning
FEARS OVER heightened market volatility in the Australian stockmarket following the confirmation of more US corporate accounting disasters and the crackdown by President ...
Financial planning
Deutsche Asset Management’s regional and Australian chief executive Brian Scullin has announced plans to retire at the end of this year....
Financial planning
SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....
Financial planning
Invesco has added another name to its senior executive team with the appointment of Tracey Franks to the position of senior marketing manager, based in the company’s Melb...
Financial planning
The highly competitive race to become the pre-eminent provider of straight through processing services to the Australian managed fund market came to a head last week, wit...
Financial planning
Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...
Financial planning
HISTORY does not repeat itself. Business cycles, market trends and business opportunities, if missed 10 years ago, do not represent themselves for a second bite of the ch...
Editorial
Savvy investors are pushing individually managed accounts (IMAs) into the retail space, possibly at the expense of unit trusts. STEPHEN ROBERTSON reports. ...
Financial planning
The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...
Financial planning
UBS Global Asset Management (UBSGAM) has taken out the most prestigious prize in the funds management industry, winning the overall title in the Money Management / ASSIRT...
Financial planning
UBS Global Asset Management has taken out the overall title to win the most prestigious prize in the funds management industry, the Money Management/Assirt Fund Manager o...
Editorial
Former managing director and publisher of Morningstar Australia, Graham Rich has resurfaced in the financial services industry with a business venture that will capitalis...
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Since the news of the purchase of van Eyk Research by William M Mercer, as reported by Money Management last week, hit the market the question has been raised as to wheth...
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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...