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Financial planning
INVESCO has launched a global theme fund for the Australian retail and wholesale markets....
Financial planning
Colonial is now Australia's second largest fund manager usurping long-time rival BT Funds Management as the second fiddle to the AMP colossus. ...
Financial planning
While some financial planners are already capturing younger customers, many more are overlooking a market that is poised to become a major force to be reckoned with. Loui...
Financial planning
It is becoming cheaper to invest in Australian shares and fixed interest, but more expensive to go international, according to the latest InTech investment manage-ment fe...
Financial planning
Financial planners with clients seeking to capitalise on the growth in the tech-nology sector can now take advantage of the recently launched Technology Invest-ment Fund....
Superannuation
Retirement has overtaken travel and holidays as the primary motiva-tion for the first time in the Melbourne Institute household savings report's history....
Financial planning
The US stockmarket will lose 15 per cent before the end of the year, however, the timing and the reason for a fall cannot be predicted, says BT chief economist Chris Cato...
Financial planning
The Australian sharemarket's appetite for large companies with strong growth prospects appears to be diminishing....
Editorial
Perpetual Trustees has announced their profit figures for the year to June 30 with a net profit of $30.7 million, up over 22 per cent. The biggest area for growth was Per...
Funds management
Fund managers must have the right people running their outsourcing services if they want to maintain their distribution relationships with financial planners. "Financial...
Funds management
The listed property trust sector was far and away the top performer over key asset classes in July....
Financial planning
When we last left our favourite lemming, newly annointed dealer principal Nick Bruining, being atacked by a group of brochure delivery men (BDMs). In this exciting instal...
Accounting
AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....
Financial planning
As advisers head into the new financial year, looking for the silver lining on last year's grey clouds, unusual facts are emerging in various investment sectors....
Financial planning
A new study has confirmed member investment choice has been sweeping though the Australian superannuation industry....
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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...