FINANCIAL PLANNING

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

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

INDUSTRY NEWS

Investment management software supplier DST International (DSTi) has picked up Melbourne based unit registry developer MaxTrak Technology for a sum described as “multi-mi...

INDUSTRY NEWS

Newly-sold fund manager MLC has paid $24 million for a 50 per cent stake in Thailand's Ad-vance Assurance....

INDUSTRY NEWS

With those ruddy big blocks of concrete being set up in Homebush, you could be forgiven for thinking that Sydney was going sports mad....

INDUSTRY NEWS

Mercantile Mutual has rebranded its life insurance broking arm into a dealer group, AustAdvis-ers, in a bid to attract planners seeking a solution to licensing changes sl...

INDUSTRY NEWS

The Australian Investment and Securities Commission (ASIC) has begun court proceedings after an investigation into losses incurred by the Employees Produc-tivity Award Su...

INDUSTRY NEWS

Wraps meet GST challenge It has been said that wrap accounts will become the ugly ducklings of the industry once they are subject to GST. BT Portfolio Services’ Bill Waw...

INDUSTRY NEWS

Global Technology Fund Take Off Whether or not you believe that the economy has undergone a paradigm shift, there is no denying that ‘new economy’ stocks have left the...

INDUSTRY NEWS

International equity investors have benefited from the Australian dollar’s habit of free falling, underpinning a staggering 8.3 per cent return for international funds in...

INDUSTRY NEWS

Norwich Union has forked out $25 million for the revamping of the back office of its Navigator master trust....

INDUSTRY NEWS

Strong growth by self managed super funds and industry funds helped boost Australian superan-nuation assets by 16.6 per cent in 1999, according to the latest Australian P...

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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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