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Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
People & Products
The combined BT/Sagitta group has suffered another setback, with the resignation today of the group’s head of listed property, Carlos Cocaro....
Financial planning
Well punters, once again it’s off to Sydney for the big FPA annual nosh up and as usual, Nick Bruining delivers the inside goss on where to be seen and who to avoid....
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...
Financial planning
The exodus of senior executives from the Sagitta Rothschild group has continued, with the resignation yesterday of the head of the group’s small caps team, David Fleming....
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
Financial planning
The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...
Funds management
The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....
People & Products
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Financial planning
Commonwealth Financial Solutions (CFS) and the Colonial Master Fund have suffered an embarrassing breach in the security of their files when a number of clients with the ...
Financial planning
The InvestorWeb research group has released its latest review of the listed property trust (LPT) asset class, adding five new managers to its recommended list and urging ...
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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...