FUNDS MANAGEMENT

Financial planning

Advance Asset Management has appointed Asgard to deliver the registry administration of its funds management and superannuation products as a replacement for its existing...

Financial planning

Rural financial planning group Elders Securities has partnered with MLC, agreeing to replace its own in-house planning systems with ready made versions supplied by the fi...

Funds management

Melbourne-based boutique MPG Funds Management has launched a $48.8 million retail property trust....

Editorial

Macquarie Bank’s Financial Services and Funds Management groups have contributed 4 per cent and 1 per cent respectively to the bank’s record-breaking profit of $823 milli...

Financial planning

A stellar performance in both Australian and international equities has resulted in Alliance Bernstein taking out the overall prize in the Money Management Fund Manager o...

Financial planning

Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...

Financial planning

Macquarie Funds Management has appointed Lloyd Alty as head of research for its cash, fixed interest and currency division, filling a role left vacant for the past six mo...

Financial planning

In an attempt to boost the performance of its funds management business, Colonial First State is about to set up a new outsourcing deal with a major global player....

Financial planning

St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....

Financial planning

The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...

Financial planning

APN Funds Management has secured platform specialist John Hyslop as its new national sales and distribution manager....

Funds management

The Commonwealth Bank of Australia, boosted by an outperforming funds management division and solid growth in home loans and other personal and business lending, has post...

Financial planning

Former Advance Asset Management boss Stephen Lam has re-emerged more than a year after leaving the St George group, accepting a newly created chief investment officer rol...

Editorial

A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...

Financial planning

Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago