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Snowball Group is set to launch a wrap offering to the market following it striking a deal with Asgard to badge the latter’s eWrap service....

BT Australia chief investment officer Guy Strapp is taking on the additional responsibilities of acting chief investment officer for BT New Zealand (BTNZ) following the r...

How a rating house conducts its research has been a contentious issue for some time, but as Jason Spits writes, fund managers are still seeking an open and wide-ranging p...

Merrill Lynch Australia is steadily bolstering its ranks with the appointment of 20 new staff across its various businesses in light of improving equity markets and a mor...

Proposed detail on the new market-linked income stream products, otherwise known as ‘growth pensions’, to be available from September 20 this year was released by Ministe...

St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...

Skandia has become the first customer in Australia to sign-up to Morningstar’s Portfolio X-Ray tool - an instrument that details fund aggregate portfolio asset allocation...

Bodinnars Personal Financial Services is aiming to open up offices in each of the nation’s states by the end of the financial year and release a range of service packages...

IWL will roll out its latest VisiPlan offering - version six - over the next few weeks following significant enhancements in terms of straight through processing capabili...

Listed investment companies (LICs) dominated capital raising activity on the Australian Stock Exchange (ASX) in the March 2004 quarter, with five LICs raising a total of ...

Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...

The Australian Securities and Investments Commission (ASIC) obtained final orders in the Supreme Court of Queensland yesterday against the directors of Drury Management, ...

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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 day 8 hours ago

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

3 weeks 5 days 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 ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks ago

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

4 days 2 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 5 days ago