INVESTMENT MANAGER

Financial planning

UBS Global Asset Management is the latest investment manager to lose key small cap personnel after the loss of its emerging companies fund portfolio manager Michael Cowin...

Funds management

Fund managers remain bullish as to the direction US equity markets will take for the remainder of the year and into 2005 despite last nights anticipated quarter point rat...

Financial planning

The Australian Prudential Regulation Authority says it has completed enforcement action against five directors of the former trustee of the Queensland-based Employees Pro...

Financial planning

Rivkin Financial Services newly elected managing director Andrew Davis may not have the opportunity to implement his revived business strategy after corporate raider Faro...

Financial planning

ClearView Retirement Solutions has appointed InTech Financial Services as asset consultant to further distance itself from former parent IAG after having been acquired by...

Financial planning

Pengana Capital has received a significant capital injection through a deal struck by its holding company - Pengana Holdings - with a subsidiary of prominent investor Rob...

Financial planning

The Australian Prudential Regulation Authority (APRA) has banned two Melbourne-based trustees from the industry after a number of serious Superannuation Industry Supervis...

Editorial

Perpetual Trustee Company is set to improve its 2003 profit performance by at least 25 per cent, fuelled by strong growth in its funds management business and increases w...

Financial planning

Ten AMP Capital Investors’ funds have been placed ‘On Hold’ as a precautionary measure by rating house Assirt Research in light of three recent key departures within its ...

Financial planning

The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...

Funds management

The Australian Prudential Regulation Authority (APRA) has permanently disqualified two former Harts Australasia executives from the industry for failing to demonstrate du...

Financial planning

After leaving his post as senior portfolio manager at Perpetual Investments in September 2002, Peter Morgan resurfaced later that year to announce the establishment of a ...

Financial planning

Small superannuation funds continue to grow quicker than other fund types after their total assets grew by $9.5 billion over the December quarter, according to the latest...

People & Products

Infrastructure and alternative investment manager Hastings Funds Management has announced its director private equity Tim Poole will head the group next year following a ...

Financial planning

ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity 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 16 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 20 hours ago