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Financial planning
A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...
Financial planning
New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....
Financial planning
Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...
Financial planning
New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....
Financial planning
Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....
Financial planning
BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....
Financial planning
IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....
Financial planning
Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....
Financial planning
Head of BT New Zealand, Myles Baron-Hay, will return to Sydney after the Olympic games to join BT’s Institutional Asset Management team as head of in-stitutional business...
Financial planning
Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...
Editorial
There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...
Financial planning
Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...
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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...