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FUNDS MANAGEMENT
Financial planning
The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Editorial
Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...
Financial planning
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
People & Products
Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
Financial planning
The Treasury Group has flagged the possibility of setting up a listed investment company to expand further into the financial services and boutique funds management secto...
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
People & Products
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Financial planning
John Hamer, the head of master trust services at Challenger, has left the business after the first round of restructuring took place at the group in line with announcemen...
Financial planning
The Advance Imputation Fund has been given a six star rating by InvestorWeb Research (IWL), with the research house rating the fund as an “exceptional buy.”...
Financial planning
The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....
Financial planning
The former founder and chief investment officer of United Funds Management, Susan Gosling, has joined MLC as a senior member of its investment management team....
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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...