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Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...
Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...
Outsider’s prize for lasting impression at this year’s Money Management Fund Manager of the Year Awards, apart from a particular dipsomaniac colleague, goes to his mate, ...
Outsider hears that a new game is being played in the financial services industry – Where’s Michael....
Outsider is feeling just a little bit sorry for Financial Planning Association (FPA) chief executive, Dante De Gori who, after a somewhat gruelling session at the Royal C...
A high conviction, concentrated portfolio with a diversified risk profile, along with a strong focus on company fundamentals, has helped the Legg Mason Martin Currie Emer...
An active, macro-oriented, value-driven and benchmark-agnostic approach, which helped differentiate the Legg Mason Brandywine Global Opportunistic Fixed Income Fund from ...
A strict investment process that delivers strong income with minimal risk has seen Wingate’s Global Equity Fund – Hedged take the crown in the Retirement and Income Focus...
Infrastructure securities winner, the Lazard Global Listed Infrastructure Fund, points to its rigid requirements for its “preferred infrastructure” universe as key to its...
Investing in healthcare has seen Australian Unity’s Healthcare Property Trust – Class A Units take out the Direct Property award at the Fund Manager of the Year Awards....
A deeply experienced team and a pedigree with a separately managed account (SMA) structure have helped AB shine and receive the Money Management/Lonsec SMA Provider award...
A combination of strong fundamental analysis capabilities, an experienced research team and a highly stable and successful Australian equities responsible investment appr...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...