APPOINTMENTS
Financial planning
ING has expanded its product team to fast track the development of planned new products based principally around its OneAnswer master trust offering....
Financial planning
Ausbil Dexia and Tyndall Investment Management have replaced Investors Mutual and Schroder Investment Management Australia on OptiMix Investment Management’s panel of Aus...
Funds management
Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...
Funds management
Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...
People & Products
Prime Minister John Howard has announced the make-up of his new government ministry, prompted by the retirement of former Defence Minister and Leader of the Government in...
Financial planning
IWL-owned research house InvestorWeb, Melbourne-based research house Lonsec and platform provider Navigator have extracted replacement funds analysts from what various in...
Financial planning
Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...
Financial planning
Financial planning group Centric Wealth has made four new appointments following the merger of the Berkley Group and Centrestone Wealth Advisers....
Financial planning
The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...
Funds management
Zurich Financial Services Australia has appointed boutique manager Renaissance Asset Manager to run its specialist listed property securities managed fund, which has more...
Financial planning
As part of a revamped strategy for the Commonwealth Bank-owned dealer group, Financial Wisdom has restructured its executive team and rolled out a range of new initiative...
Financial planning
AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...
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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...