BT
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
A small, Melbourne-based dealer group has done what only a handful of the global institutional managers have managed to do in Australia – launched its own China-specific ...
Financial planning
The Advance Concentrated Australian Share Fund, managed by boutique firm MIR, is now available on the Asgard, BT and Macquarie wraps....
People & Products
Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...
Financial planning
Count Financial expects to back up its strong performance in the first half of 2005-06, forecasting half-year earnings before interest and tax 70 per cent higher than in ...
Financial planning
Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...
Editorial
A 132 per cent increase in funds under management to $543 million by Soul Funds Management helped Washington H Soul Pattinson and Company to a record $421.4 million net p...
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
The recently departed head of Westpac Bank’s in-house financial planners, Justin Greiner, has ended up working for a former boss, taking on the lead distribution role at ...
Financial planning
A troupe of public sector and industry superannuation funds have demanded Australia’s biggest companies more clearly disclose how they make sure their directors do not fu...
Financial planning
Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Financial planning
Financial planners using Colonial First State’s flagship FirstChoice platform have been given the option to directly trade equities without incurring associated administr...
Editorial
Abstract Long...
Financial planning
Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...
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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...