FUNDS MANAGEMENT

Financial planning

Orchard Funds Management, formerly SAITeysMcMahon, is on the verge of launching a fund that invests in social infrastructure, which it believes can deliver similar return...

Financial planning

Investment and financial services group MFS plans to expand its existing New Zealand operations with the purchase of Swain Investment Services, its second New Zealand-bas...

Editorial

The Commonwealth Bank’s funds management and advisory arms made a significant contribution to a 19 per cent increase in the bank’s net profit after tax to $2,271 million,...

Editorial

Macquarie Bank expects profits for the six months to March 31, 2007, to be up strongly, thanks in part to the combined effect of strong inflows into its Funds Management ...

Financial planning

BT Financial Group is about to launch a new initiative on its wrap platform that will see selected fund managers enjoying a range of exclusive benefits while investors sa...

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Financial planning

The exporting of financial services is set to play a more prominent role for the Australian market in 2007, according to a senior executive at a leading financial service...

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Financial planning

A significant new player is about to enter the funds management arena, with Australia’s fastest growing dealer group PIS joining with the former head of Advance Asset Man...

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Funds management

MFS Limited has announced it will be providing its funds management and investment activities into the Middle East region....

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Funds management

Abstract Long...

Financial planning

The ALP has declared its intention, if successful in gaining government next year, to establish a taskforce with a view to making Australia the financial services hub for...

Financial planning

The recent enforceable undertaking imposed on AMP Financial Planning by the Australian Securities and Investments Commission has potentially made compliance with financia...

Editorial

St Andrew’s Australia has reported a pre-tax profit of $8.4 million for the half year ending June, 2005, up 147 per cent on the corresponding period last year....

Funds management

The former director of a funds management company has been convicted of making false and misleading statements and placed on a two-year good behaviour bond, following an ...

Funds management

An executive at a leading Australian funds management organisation has expressed concerns about the impact the Government’s Future Fund will have on investment markets in...

Financial planning

Challenger Financial Services has restructured its corporate reporting system to reflect the activities of its funds management and financial planning businesses (includi...

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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...

3 weeks 6 days ago

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

1 month ago

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

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

6 days 23 hours ago