FINANCIAL PLANNING

INDUSTRY NEWS

Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....

INDUSTRY NEWS

Deloitte Touche Tohmatsu has beefed up its financial services presence in Australia and Asia, announcing a merger with Trowbridge Consulting....

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...

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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 months ago

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

2 months 3 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
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