FUNDS MANAGEMENT

Financial planning

Three years ago, they were a group of former IT and research execu-tives from Lonsdale and IOOF with an idea....

Financial planning

There has been considerable publicity surrounding the state of the lawyers' private mortgage industry. Much of the attention has focused on two issues. Firstly, the loss...

Financial planning

Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....

Financial planning

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

Ordinarily, when a financial services group is gobbled up by another, the first people to feel the harsh winds of change is the acquired group's senior executives. ...

People & Products

Ross Chessari is set to join the team at ANZ in the newly created po-sition of managing director, ANZ Asset Management....

Funds management

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Financial planning

The New Zealand office of Equitilink has closed its doors after more than 10 years in business....

Financial planning

The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...

Financial planning

Investment performance is still the most important consideration for clients de-ciding which product to invest in, a funds management and consumers study has found....

Financial planning

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

Former National Mutual executive director Ian Ferres is to join the Australian Unity board....

Financial planning

There has long been a saying around the financial planning and funds management traps over the years that if the major banks ever got their act together, they'd probably ...

Financial planning

Fund managers are becoming increasingly cautious as the risk of a major correction looms on the investment horizon. ...

Financial planning

Kerry Packer’s recent funds management acquisitions look set to turn the distribution of retail financial services on its head....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 weeks 2 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

2 weeks 1 day ago

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

2 weeks 4 days ago