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Financial planning
Treasury Group has unveiled plans to launch a new fund-of-funds investment company - Premium Investors - in an announcement made to the Australian Stock Exchange (ASX) ye...
Financial planning
The Financial Planning Association (FPA) has announced the appointment of Kerrie Kelly as its new chief executive....
Financial planning
Opportunities for investors to access quality small caps are significantly improving following a surge in the number of new industrial companies listing on the Australian...
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Editorial
Talk of managed funds hubs has gone on for more than three years but a system is not yet in place. Ben Abbott asks the remaining players if it will ever become a reality....
Editorial
The Australian Stock Exchange (ASX) has announced a profit of $57.8 million for the year ending June 30 2003, slightly down on last year’s profit of $59.1 million, follow...
Editorial
Listed investments are readily accessible, well established and offer diversification, but they’re not yet in widespread use by planners....
Editorial
Listed investments are not a new development and have been available to advisers for many years. As such a whole industry has been established around them....
Financial planning
Platform provider Asgard Capital Management has struck an alliance with E*Trade Australia to allow it to integrate an online share trading service within its wrap product...
Financial planning
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
Financial planning
Principal Global Investors is considering launching a global property securities fund due to a “growing appetite among investors” for the asset class, and in Australia ha...
Financial planning
The Australian Stock Exchange (ASX) has appointed Jillian Segal, former commissioner and deputy chair of the Australian Securities and Investments Commission (ASIC), as a...
Financial planning
The Australian Stock Exchange (ASX) has dropped its plans to develop FundConnect, its version of a managed funds transaction hub saying the return on investment was uncer...
Financial planning
A financial planner from Wollongong, New South Wales, has become the latest adviser to incur the wrath of the Australian Securities and Investments Commission....
Financial planning
Count Financial Limited managing director Barry Lambert has hit back at claims that Count’s recent share price rally occurred due to a bidding war between Westpac and CPH...
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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...