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Freya Purnell takes a look at the platform products most favoured by dealer groups in 2004....
Master trusts have changed the corporate superannuation landscape to the extent that winding down a fund and outsourcing to a master trust is now de rigeur....
Listed financial services group Count Financial will transfer advisers of Count owned dealer group Compound Investments to work under its parent brand and licence over th...
The chronic underinsurance problem in Australia is a financial disaster waiting to happen, but it does create opportunities for advisers. FREYAPURNELL reports....
Advisers face many choices when building a portfolio, but as Ross Kelly finds, putting all your eggs in one basket can be risky....
Commonwealth Bank of Australia owned dealer group Financial Wisdom has been found liable by the Victorian Supreme Court for negligent investment advice resulting in losse...
Suncorp’s wealth management business is unlikely to match its buoyed half yearly profits but chief executive John Mulcahy is projecting an increase in underlying profit o...
Perpetual Trustee Company is set to improve its 2003 profit performance by at least 25 per cent, fuelled by strong growth in its funds management business and increases w...
LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....
Past performance is no indicatior of future performance is an oft qouted statement so then why is there any emphasis placed on it by fund managers and financial planners....
Should we be really happy with a return of 7 per cent? DOMINIC McCORMICK says if we took currency more seriously, we could expect to get considerably more....
It was a year of acquisitions for Investor Group, driving up adviser numbers for the independent dealer in 2003....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...