MORNINGSTAR

Financial planning

Geoff Rimmer is not your typical managing director. Sure he has the towering sky-scraper office building in Sydney’s CBD, a keen business sense and good head for figures....

Financial planning

Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....

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

HSBC Australia will boost its presence in master trusts and wrap accounts spearheading a global move away from direct sales according to chief executive officer Barry She...

Financial planning

Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...

Financial planning

Recently departed Morningstar Research head of sales Toby Potter will shortly rejoin the industry in a sales and marketing position with the research division of financia...

Financial planning

Australian shares look likely to maintain their status as an investor “safe haven” compared with other share markets, a panel of the financial services industry’s top chi...

People & Products

Morningstar head of sales Toby Potter will leave the research house after submitting his resignation, effective immediately, which came at the end of a review of its busi...

Financial planning

Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....

Financial planning

Challenger has finally rolled out the Galaxy master trust after announcing its intention to offer the group’s second master trust offering in November last year....

Financial planning

Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....

Financial planning

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

The funds management industry needs an overhaul of small, inactive and low performing products to improve efficiency and customer service, according to two key research f...

Financial planning

BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....

Financial planning

Australian Skandia has become the first financial services group to take up the Morningstar global style box tool as a key element in the launch of its first products int...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago