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Financial planning
Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....
Financial planning
Barclays Diversified Growth was the star performer in Mercer’s pooled fund survey for the quarter to June 30, returning 3.8 per cent, against a median 3.2 per cent....
Financial planning
Zenith Investment Partners has placed a sell rating on Portfolio Partners’ Elite Opportunities Trust following last month’s resignation of Chris Kourtis as portfolio mana...
Financial planning
Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....
Financial planning
Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...
Financial planning
Colonial First State has outsourced half of the listed property trust portfolio in its balanced fund to Pengana Capital....
Financial planning
In a pre-choice attempt to attract do-it-yourself (DIY) superannuation investors, ING has halved minimum investment amounts and cut management expense ratios (MERs) for i...
Financial planning
UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....
People & Products
The former head of BT Financial Group, David Clarke, has returned to the industry as chair of non-conforming and equity release lender, Bluestone Group....
Financial planning
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
Funds management
A willingness to look offshore, as well as travel outside the index in Australia, has carried Principal Global Investors to a win in the property securities category of t...
Superannuation
The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...
Superannuation
The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...
Financial planning
AMP Financial Planning has for the first time added four non-AMP employer superannuation master trust providers to its approved products list....
Financial planning
Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....
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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...