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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....
AUSTRALIAN retail investors have lost faith in US stocks and have started to look elsewhere, placing the US markets under pressure to provide a stable investment ground, ...
An understanding of market movements is essential for financial planners and as ROBERT KEAVNEY writes, taking a longer term view will always reveal the underlying fundame...
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....
While many investors are steering clear of offshore markets, GEORGE LIONDIS reports that Frank Russell has stuck to its guns with its heavy international equities weighti...
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 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 ...
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...
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....
The Financial Services Reform Act (FSRA) looks set to result in further compliance and legislative costs to superannuation funds offering member investment choice, warns ...
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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...