FUNDS MANAGEMENT

Financial planning

Money Management congratulates the winners of our competition for subscribers to win a bottle of Penfolds Grange for the August 31 edition:...

Financial planning

Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...

Financial planning

A bevy of Melbourne’s financial heavyweights have been appointed to the state government’s committee for boosting Victorian as a regional financial centre....

Financial planning

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans....

Financial planning

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

Financial planning

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

Financial planning

IFSA Conference 18-20 July Melbourne Convention Centre Program ...

Financial planning

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans. ...

Financial planning

BT Funds Management believes it will be close to the top of the inflow tables when Assirt releases its market share report for the June quarter next month....

Financial planning

The Victorian State Government is forming a committee from the financial services industry to push Melbourne as a regional financial centre....

Financial planning

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

Financial planning

Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...

Financial planning

Michael Gibbons has departed Merrill Lynch Mercury Asset Management after three years as business development manager....

Financial planning

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

Funds management

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

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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 2 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....

4 days 18 hours ago

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

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

2 weeks ago