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Life/Risk
NRMA Insurance is looking to aggressively grow its funds management operations with an ac-quisition, according to chief executive Eric Dodd....
Financial planning
Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...
Financial planning
The proposed back-office alliance between Suncorp Metway and newly-listed NRMA Insurance Group has come to a halt, with the Suncorp choosing to look elsewhere....
Financial planning
Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....
Financial planning
IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....
Financial planning
What makes Australia’s top planners so successful? The answer, as Gerard Doherty discovered, lies partly in successful client management....
Financial planning
Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....
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
Lend Lease will ask shareholders to vote today on a proposal to buy back 25 per cent of the company's issued capital within 12 months, using $1.8 billion of the proceeds ...
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...
People & Products
Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....
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...
Financial planning
Wayne Rogers has taken on the top Australian job and a seat on the board of life in-surance policy trader PolicyLink....
Financial planning
The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...
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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...