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Financial planning

Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....

Financial planning

Fledgling boutique fund manager Quest Asset Partners has been appointed by Russell Investment Group to manage about $35 million for its Russell Australian Shares Aggressi...

Financial planning

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 ...

Funds management

ING Investment Management has appointed Justin Blaess as listed property and infrastructure director, effective from today....

Financial planning

While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....

Financial planning

A stellar performance in both Australian and international equities has resulted in Alliance Bernstein taking out the overall prize in the Money Management Fund Manager o...

Financial planning

Boutique funds management outfit MIR is quickly becoming one of the more sought after managers in the country after it was added to the investment line-up of yet another ...

Policy & Regulation

A global database for dealer group research heads, and a tax liability management tool, are next on the agenda for Morningstar following yesterday’s release of its client...

Financial planning

Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...

People & Products

Super fund Sunsuper has appointed Mercer Investment Consulting to advise on its range of investment products....

Financial planning

Even the most technology savvy financial planners are inclined to switch off when the discussion turns to ‘straight through processing’. But that could soon change, write...

Financial planning

Australian Financial Services has signed a deal with Praemium Portfolio Service that will see its network of 50 member firms have access to the virtual wrap system....

Financial planning

Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...

Financial planning

UBS Global Asset Management is the latest investment manager to lose key small cap personnel after the loss of its emerging companies fund portfolio manager Michael Cowin...

Financial planning

Individual and discrete private client portfolio manager Clime Asset Management has struck a deal with niche managed account software group Financial Simplicity to licens...

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MARKET INSIGHTS

GG

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

3 weeks 6 days 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 ...

4 weeks ago
gonski

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

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago