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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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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...