FINANCIAL PLANNING
INDUSTRY NEWS
Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...
INDUSTRY NEWS
Another US manager is to hit our shores, following the recent announcement by Rothschild Australia Asset Management (RAAM) that it is to hand over more than $800 million ...
INDUSTRY NEWS
Dow Jones Indexes has launched an Australian index which covers 95 per cent of the Australian share market....
INDUSTRY NEWS
Peter Dawson has once again joined the retail financial services fray, taking on fi-nancial planning responsibilities at Chifley Financial Services....
INDUSTRY NEWS
Ratings group Assirt has slapped a 'hold' rating on all Tower Asset Management’s funds with exposure to Australian equities. This follows the departure of four members –...
INDUSTRY NEWS
Melbourne-based Management Professionals Group (FMP) and PCA Financial Serv-ices have merged....
INDUSTRY NEWS
BBL Funds Management claims its new Director Dow Jones Global Titans Index Fund will provide Australian investors with the opportunity to invest in the world’s top 50 com...
INDUSTRY NEWS
Merrill Lynch and Alliance Capital have made a joint submission to senior govern-ment figures regarding a change in the capital gains tax (CGT) status of US mutual funds ...
INDUSTRY NEWS
Merrill Lynch and Alliance Capital have made a joint submission to senior govern-ment figures regarding a change in the capital gains tax (CGT) status of US mutual funds ...
INDUSTRY NEWS
Perth-based Saw James Capel’s two most senior financial advisers – Kevin Payne and Patrick Horneman - have left to start their own company....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...