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Financial planning
AM Corporation has formally launched a multi-manager ethical and socially responsible investment vehicle giving investors access to four of the industry’s top ethical man...
Financial planning
Hunter Hall has been given at least one thumb up by Assirt which has judged the ethical boutique fund manager as “competent” overall, awarding four stars to Hunter Hall’s...
Financial planning
Challenger International has confirmed media speculation this morning that it had indeed been in talks with Merrill Lynch about acquiring its private client division....
Financial planning
IOOF Investment Management has been upgraded from a three to a four star rating following a review of its cash, fixed interest and international equity funds by Morningst...
Financial planning
Australian firm ObjectMastery is shrugging off the downturn in the funds management business in the UK with its Transact wrap account receiving inflows of about $375,000 ...
People & Products
Former National Asset Management (NAM) chief investment officer Stephen Hiscock has returned to funds management as head of his own boutique operation in Melbourne, after...
Financial planning
Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....
People & Products
Aberdeen Asset Management has restructured its Australian management team, resulting in the departure of former chief executive officer Ouma Sananikone....
Funds management
Hedge fund manager specialist Financial Risk Management (FRM) has hit Australian shores, headed up by former Tower Asset Management chief executive Derek Goodyer....
Financial planning
Barclays Global Investors (BGI) has added four new index funds to its books, in response to demands from the group’s master fund and dealer group clients....
Financial planning
Towers Perrin will supply investment advisory services for the Commonwealth Bank Group after being appointed asset consultants for the banking group....
Financial planning
Boutique small cap equity manager Paradice Cooper Investors (PCI) has poached two investment managers from rival investment groups as part of its plan to push into the la...
Financial planning
The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...
Financial planning
A major shakeup of the Commonwealth Bank group in New Zealand sees Sovereign taking over the marketing of Colonial First State Investment's (CFSI) retail funds, with the ...
Financial planning
Zurich has joined the four-star club for managers rated by Morningstar....
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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...