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It has not been in my nature to forecast the future but I would like to indulge in a bit of future gazing. A debate that started in this august journal last year was the ...

The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...

Savvy investors are pushing individually managed accounts (IMAs) into the retail space, possibly at the expense of unit trusts. STEPHEN ROBERTSON reports. ...

The Macquarie Bank group has announced a small increase of three per cent, for the year to the end of March 2002 but has suffered a modest loss within its Financial Servi...

Norwich Union has recovered from last year’s write-downs to post a $72.1 million operating profit for the year ending December 2001....

ANZ has made a record first half profit of $1.05 billion on the back of growth of corporate business, fee income and credit cards....

Former managing director and publisher of Morningstar Australia, Graham Rich has resurfaced in the financial services industry with a business venture that will capitalis...

It is best practice to launch a business venture already knowing who your target market is. GEORGE LIONDIS spoke to ClearView’s general manager, John Cowan, about doing j...

Efficient Market Theory (EMT) argues talent and effort have no affect on market outcomes. ROB KEAVNEY analyses the theory and its impact on developing investment methodol...

Financial planners can no longer afford to target clients by age and net-worth alone. NICOLE SZOLLOS investigates the demographics that matter....

Ever since exchange traded funds (ETFs) arrived in Australia in late 2000, there has been a flurry of interest by both product providers and investors. MARTIN GOLD and PA...

Since the news of the purchase of van Eyk Research by William M Mercer, as reported by Money Management last week, hit the market the question has been raised as to wheth...

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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’...

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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...

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AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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