INVESTMENT MANAGER

Financial planning

InvestorWeb Research has established a dedicated department to evaluate alternative investments....

Financial planning

Colonial First State is close to losing its tag as Australia’s biggest fund manager to a boisterous Macquarie Bank, with the latter’s funds under management growing at 9 ...

Financial planning

Australian Unity Investments has continued to expand its specialisation in property funds management with the launch of a new high-yield mortgage trust....

Funds management

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

Financial planning

So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....

Financial planning

Australian Financial Services (AFS) has transferred $180 million to Russell Investment Group as part of a new strategy to outsource investments to established multi-manag...

Financial planning

BT Financial Group has followed up plans to provide investors, through the Westpac adviser channel, with a more extensive multi-manager product range by creating and fill...

Financial planning

One of the persistently used objections to choice of fund is ‘mis-selling’....

Financial planning

The US funds management industry will continue to favour stocks over bonds, despite concerns of a slowing macro environment according to Russell Investment Group’s third ...

Editorial

Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...

People & Products

Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...

Financial planning

AMP has announced $40 million worth of fee cuts to its key superannuation and retirement income products ahead of the new choice of superannuation environment....

Financial planning

Assirt Research has deemed the departure of HSBC Asset Management’s head of Australian equities Robert Hook as illogical, placing all funds previously under his administr...

Financial planning

Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...

People & Products

AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...

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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. ...

1 week 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 17 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 21 hours ago