FUNDS MANAGEMENT

Financial planning

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

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...

Financial planning

Perpetual Investments managing director Rodney Green has stepped down amid a major restructure of Perpetual Trustees...

Financial planning

Fiducian Financial Services, a subsidiary group of Fiducian Portfolio Services, is on the verge of signing up 11 financial services franchises in the next few days....

Financial planning

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

Investec is on the hunt for funds management and stock broking acquisitions following its purchase of investment bank Wentworth Associates for an undisclosed sum....

Editorial

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

ANZ has outsourced its Australian equities investment management to Allianz Asset Management....

People & Products

Former County executive Paul van Ryn has signed up with Challenger as head of fixed interest within its funds management subsidiary Challenger Portfolio Management....

Financial planning

Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....

Financial planning

Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...

Financial planning

AXA Australia senior executive Mark Armour is leaving the group after nearly 19 years to head up the ANZ investment management team....

Financial planning

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

Funds management

National Australia Bank chief executive Frank Cicutto has signaled that the group is intent on further expansion in funds management by doubling its contribution to the b...

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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 1 day ago

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

3 weeks 6 days ago

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

1 month ago

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

6 days 20 hours 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. ...

2 days 11 hours 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...

1 day 15 hours ago