INVESTMENT MANAGER

Financial planning

Treasury Group has announced a management reshuffle that will see the group put a greater focus on managing and growing its existing boutique investment managers rather t...

Financial planning

The Australian Prudential Regulation Authority (APRA) has accepted an enforceable undertaking from a third former AM Corporation director in light of its investigation in...

Financial planning

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - will indirectly vote early in the new year on whether to appoint Cons...

Financial planning

Socially responsible investment (SRI) managers have performed better over the past five years than has generally been appreciated, according to a study conducted by AMP H...

People & Products

Australia’s largest ethical investment manager, Hunter Hall Investment Management is set to lose its chief investment officer to a large institution and potentially impac...

Financial planning

ING subsidiary Optimix Investment Management has outsourced a range of its back-office investment administration functions to BNP Paribas Securities Services....

Financial planning

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...

Financial planning

Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...

Financial planning

The financal services industry should abandon its focus on end-of-month performance figures with investors needing to understand quarterly data at least presents a more a...

Financial planning

MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....

Financial planning

Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...

Financial planning

There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...

Financial planning

Alternative investment firm Absolute Capital is seeking a major shareholder to bolster and support its alternative debt operations - the lions share of its business - fol...

Financial planning

Listed investment company Bentley Equities - previously BT Global Asset Management - has flagged a move back into active investing with shareholders to vote on the appoin...

Financial planning

Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment 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. ...

6 days 20 hours 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 11 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 15 hours ago