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Financial planning

As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...

Financial planning

Profits for margin lending providers are artificially high, according to an industry figure....

Financial planning

Stephen Van Eyk was rather surprised to find himself inundated with job applications after comments on the company’s expansion were published in Money Management last yea...

Funds management

1st: Norwich Union 2nd: Citicorp 3rd: ANZ...

Financial planning

The future of Jardine Fleming’s retail funds will be decided in the next few weeks, with the business probably moving to associate broking firm Ord Minnett....

Financial planning

Merrill Lynch and Challenger Asset Management have launched a new warrant product aimed at investors seeking high yield investments....

Financial planning

Commonwealth Financial Services has topped the ASSIRT quarterly inflow tables for the third time in succession, thanks largely to huge inflows into its cash management tr...

Financial planning

ANZ Funds Management (ANZFM) has established a new distribution network which more closely resembles that of the other major banks....

Financial planning

Coles Myer is to develop a multi-brand, multi-channel approach to selling financial services in its supermarkets and department stores....

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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 week ago

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

1 month 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 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. ...

1 week 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. ...

2 weeks 3 days 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...

2 weeks 5 days ago