FINANCIAL PLANNING

INDUSTRY NEWS

Guild Insurance and Financial Services has signed an agreement with Bendigo Bank to distribute retail banking through its 5,000 pharmacies....

INDUSTRY NEWS

InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service....

INDUSTRY NEWS

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...

INDUSTRY NEWS

Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the last quarter, according to the latest IPAC market shar...

INDUSTRY NEWS

There are a lot of benefits in being a small dealer. You don’t have a person showing up every few months from national office to talk about…. Well, you just don’t get a v...

INDUSTRY NEWS

As the end of the financial year looms, a number of agricultural investment groups are moving into top gear seeking last minute investments. Tasmanian tree plantation own...

INDUSTRY NEWS

I note Julie Bennett's article "Money growing on blue gums" (Money Manage-ment, 13 April) makes mention of Count's recommended list....

INDUSTRY NEWS

The recent flurry of activity among Australia’s online brokers mirrors the price war which hit the US online broking market about three years ago. Stuart Engel examines a...

INDUSTRY NEWS

Jardine Fleming Capital Partners (JFCP) has hired BT Portfolio Services to provide back office services for its newly established Australian wholesale funds manage-ment b...

INDUSTRY NEWS

Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...

INDUSTRY NEWS

The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...

INDUSTRY NEWS

Wholesale fund manager UBS Asset Management (UBSAM) has made a defacto entrance into the retail market by lowering the minimum entry figure for access to its funds and in...

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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’...

2 weeks ago

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

1 month 1 week 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 2 weeks ago

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

1 week ago

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

2 weeks 3 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 3 days ago
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