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Financial planning
The recent spate of new faces at BT Funds Management is the current phase in what has been an active revolving door over the past 12 months....
Financial planning
The focus on corporate superannuation is long running and is centred mainly on the complexities involved with branching into it. But as Nicole Szollos discovers it is now...
Policy & Regulation
It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...
People & Products
Anthony Patterson, who joined Colonial First State in January as distribution manager, has moved to Perennial Investment Partners....
People & Products
BT Funds Management head of Australian equities Rohan Headley will leave the group after 13 years....
Financial planning
Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...
Financial planning
Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services....
Editorial
Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...
Financial planning
BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...
Financial planning
Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...
Financial planning
BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....
Financial planning
Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....
Financial planning
Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...
Funds management
There’s been a major shake-up of inflow rankings that’s seen fund managers in New Zealand getting all the money from investors and advisers, according to research house I...
Financial planning
Merrill Lynch and HSBC’s joint venture investment site is the first to offer investors access to the UK and Canadian stock markets....
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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...