FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Stock Exchange (ASX) says it is building a back office system to simplify transactions between fund managers....

INDUSTRY NEWS

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

INDUSTRY NEWS

A drop in US consumer spending and the unravelling of the Argentine economy are the two black clouds on the global economy for the remainder of this year....

INDUSTRY NEWS

Three of WM Mercer’s biggest hitters will leave the group and set up operations under the Hillross banner....

INDUSTRY NEWS

Three planners who left WM Mercer to join Hillross last week have agreed not to contact their previous clients as part of the move....

INDUSTRY NEWS

Australian Financial Securities (AFS) is a dealer group with a difference, carving out a niche market in financial planning through access to venture capital investments....

INDUSTRY NEWS

There are a huge number of forestry projects vying for the attention of financial planners at the moment, as the end of the tax year approaches. But, as John Wilkinson fo...

INDUSTRY NEWS

Tight lending and a focus on quality mortgages gave the top three managers in mortgage funds their award-winning performances in 2001....

INDUSTRY NEWS

In the year of the tech-wreck in global equity markets, declining interest rates and a slowing global economy, those fund managers who stuck to investment fundamentals ha...

INDUSTRY NEWS

Selling short has been the key to Platinum Asset Management’s winning performance in 2000, says investor services manager Liz Norman....

INDUSTRY NEWS

Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....

INDUSTRY NEWS

Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....

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MARKET INSIGHTS

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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