PORTFOLIO MANAGEMENT

Financial planning

In a move to increase its focus on global investment managers, Russell Investment Group has appointed two new global managers to the Russell International Shares Fund....

Financial planning

Westpac Financial Planning has now completed the implementation of its advisory administrative tool known as the Leading Edge Advice Platform....

Financial planning

Wealth management software provider Xplan has added risk analysis and analytics to its service package with its acquisition of PlanTech Consulting for $15 million....

Financial planning

Three market data and trading companies are to merge to provide an all-in-one financial services platform for investors....

Superannuation

Abstract Long...

Funds management

Wealth management services provider Bravura Solutions has foreshadowed development of new wealth management applications over the next year to maintain the strong results...

Financial planning

Wrap providers are poised to benefit from deregulation of the UK financial services industry, the UK manager of a professional consulting services supplier has said....

Financial planning

Effective immediately, Deutsche Asset Management has appointed Klaus Kaldemorgen as global head of equities and Heinz Fesser as global head of fixed income....

Financial planning

Nucleus Financial Group has chosen Asia Pacific’s Bravura Solutions to provide the UK market with the technology for a new wrap....

Funds management

Tradewinds NWQ has been appointed as a manager to the Advance Asset Management International Shares Multi-Blend Fund....

Financial planning

The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...

Financial planning

Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...

Funds management

Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...

Financial planning

The long-term investment outlook for the Australian share market remains positive, following a period of strong, consistent investment returns over the long-term, accordi...

Financial planning

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

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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...

4 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...

1 month ago

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

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 6 days 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. ...

1 week 2 days 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 week 1 day ago