The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
A repeat of the changes in funds under management seen during the March quarter will elevate Macquarie Bank to Australia’s largest asset manager, knocking Commonwealth Ba...
Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....
Diversifying into international property would have delivered Australian investors five times the return for half the risk compared to an all-domestic portfolio during th...
Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...
The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...
Perpetual Investment’s new global equities arm has signed-up two key new wholesale clients in the Irish and Australian marketplace....
Asia-specific equity funds should become a permanent part of portfolios, rather than the tactical play they have traditionally been, according to ING Investment Managemen...
Macquarie Adviser Services has made its first foray into the agricultural sector, launching the Macquarie Agri-investment Facility, an information-cum-investment service ...
Van Eyk has acted on its belief that ‘growth’ stocks are cheap globally, replacing Wellington International Management with what it has called a “deeper growth” manager f...
Macquarie Funds Management has appointed Lloyd Alty as head of research for its cash, fixed interest and currency division, filling a role left vacant for the past six mo...
St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...