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I HAVE asked dozens of financial planners where they add value to their clients. Their usual response is through advice and strategy....
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
The success of Australia’s Listed Property Trust (LPT) sector is driving the products, and those who invest in them, increasingly offshore. GEORGE LIONDIS reports....
The Count Financial group has flagged a small increase in its after tax profit for the 2001-02 financial year, despite another horror year on investment markets....
The AMP group has announced that it is expecting to face greater than anticipated losses in its investment income as a result of the continuing downturn on global equity ...
Listed financial services group Terrain Australia is predicting a loss of between $700,000 and $1,200,000 for the year ending June 30, 2002....
Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...
The Financial Services Reform Act (FSRA) looks set to result in further compliance and legislative costs to superannuation funds offering member investment choice, warns ...
What is it with tigers and the industry lately? Have no idea what we are talking about? Well tigers are those big orange cat like creatures and the industry is … sorry yo...
Efficient market theory does work according to Kevin Bailey who writes that the problem actually lies in the advice and research clients receive....
The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...