MONEY MANAGEMENT

Financial planning

The float of Consolidated Financial Services (CFS) is scheduled for late September or early October now that an agreement has been reached between all the shareholders of...

Financial planning

Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...

Financial planning

Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the pan. Zilla Efrat looks behind the group's impressive numbers and...

Financial planning

Stephen Van Eyk was rather surprised to find himself inundated with job applications after comments on the company’s expansion were published in Money Management last yea...

Funds management

1st: Colonial First State 2nd: Merrill Lynch Mercury Asset Management 3rd: Commonwealth Financial Services...

Financial planning

Colonial First State has been awarded the investment industry's highest accolade as Money Management's Fund Manager of the Year....

Financial planning

Today's stars are often tomorrow's average performers....

Financial planning

Everyone knows what a lemming is. They’re small, cute, rodent-like creatures who live far up north in very cold climates. Every few years or so, they run like mad at a cl...

Financial planning

After more than a year of searching, Davey Financial Management has found a buyer for its financial services business. ...

Financial planning

There has long been a saying around the financial planning and funds management traps over the years that if the major banks ever got their act together, they'd probably ...

Financial planning

This edition of Money Management is dominated by the evolving business of portfolio administration services. ...

Financial planning

With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...

Financial planning

Dealer groups and research houses have given a mixed reaction to the announcement by Deutsche Bank that BT Funds Management is to remain a separately managed operation in...

Financial planning

Speculation continues to mount over the future of HIH Insurance's recently inherited 48 per cent stake in FAI Life....

Financial planning

Major Victorian friendly society IOOF is looking to sell its building society as part of a rationalisation of its business....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

5 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 10 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 8 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 11 hours ago