FINANCIAL PLANNING

INDUSTRY NEWS

AMP has announced a major turnaround in profit for the first half of 2000 with an increase of over $900 million over the same period last year....

INDUSTRY NEWS

Portfolio Partners is offering two of its wholesale funds with a focus on high-growth and emerging shares into the retail market....

INDUSTRY NEWS

Online broker E*Trade has announced the roll out of a system which will allow the research and trading of retail and wholesale managed funds...

INDUSTRY NEWS

Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....

INDUSTRY NEWS

Australia's first listed accountancy and financial services group Harts Australasia has purchased leading trustee and portfolio management group Cardinal Financial Securi...

INDUSTRY NEWS

Tyndall Investment Management will consider creating its own distribution network after the completion of a strategy early next year according to Tyndall superannuation a...

INDUSTRY NEWS

The Commonwealth Bank of Australia (CBA) will pay NZ$560 million to buy out the remaining quarter share of the ASB Bank in New Zealand....

INDUSTRY NEWS

Head of BT New Zealand, Myles Baron-Hay, will return to Sydney after the Olympic games to join BT’s Institutional Asset Management team as head of in-stitutional business...

INDUSTRY NEWS

Some investors are more willing to consider a fund’s ethical focus with financial performance a lesser priority when it comes to investing outside the family home accordi...

INDUSTRY NEWS

The purchase of MLC by the National Australia Bank (NAB) and its intention to sell County Investment Management as announced last week has resulted in a number of key sta...

INDUSTRY NEWS

IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....

INDUSTRY NEWS

SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...

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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’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

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

3 days 23 hours ago

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

1 week 6 days ago

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

3 weeks ago
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