Fund managers and financial planners are not servicing high net worth clients ef-fectively and fail to meet their needs according to a Melbourne planner and portfo-lio ma...

Merrill Lynch Mercury Asset Management hopes to attract $50 million per fund in the medium term for its “Professional Investor” suite of mezzanine priced funds....

In the US, it pays to be a fund manager who specialises in international funds, works for a mutual fund company and lives in New York. ...

Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...

Macquarie Investment Management is to open up its private equity fund of funds MAIT (Macquarie Alternative Investment Trust) to retail in-vestors for the first time in ea...

Six former RetireInvest staffers have joined Money Matters Financial Solutions....

Question: Who is your target market? Why?...

All four major banks have accelerated their activities in private banking in recent times, yet they consider this area still to be in its infancy in Australia. ...

Permanent Trustee Company is planning a major push into financial planning and investment advice....

Financial planning groups are looking to beef up adviser numbers as the push to gain critical mass continues unabated....

Do you offer a housing loan service to your clients? Why/Why not?...

Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...

As banks become more sophisticated in their approach to database mining, they are increasingly segregating their wealthiest clients for special attention. John Wilkinson ...

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...