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Financial planning
Private Portfolio Managers (PPM) will launch its listed investment company PPM Investments on March 1 after lodging its bid to offer the product with the Australian Secur...
Financial planning
Former AMP Henderson Global Investors head of retail distribution Krystyna Weston has announced her return to financial services by teaming up with consultants Tom Collin...
Superannuation
Asgard has expanded its service offering to include a self managed super fund (SMSF) adminsitration product, SuperLink, in a bid to stake a claim in the $109 billion do-i...
Superannuation
A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...
Financial planning
The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...
Financial planning
Cancer is one of the ‘big three’ medical risks, but it is causing headaches when it comes to trauma insurance, says COL FULLAGAR....
Financial planning
Some say Family Law is boring – but not when the likes of Jodee and Maxine Rich are involved. NABIL WAHHAB reports....
Financial planning
If there is one trend when it comes to investment products and vehicle, it seems that 2004 will see a shift away from traditional managed funds. FREYA PURNELL reports....
Financial planning
Lonsec Securities has maintained its outlook for AMP Capital Investors’ capital funds despite the sudden departure of its director, Michael Evans, late last week....
Financial planning
I AM a director of a dealer that will soon transition and have been offered a second directorship of a dealer that has transitioned and holds an Australian Financial Serv...
People & Products
InTech Research has tempted former Frank Russell consulting director David McMahon out of semi-retirement to join as its director of consulting....
Financial planning
Financial services institutions will battle it out for a share of $25 billion in annual fees by early next decade according to the latest bi-annual Market Projections Rep...
Financial planning
In early January, Hunter Hall International announced it was in the advanced stages of planning a listed investment company (LIC), and that between $50 million and $200 m...
Financial planning
Former Avanteos founder and director Mike Polkinghorne has returned to the financial services market with the rollout of a software package designed for financial plannin...
Funds management
As the financial services industry heads into a new year a backward glance at 2003 shows that while it may have been the Year of the Horse, it was also the Year of the Bo...
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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...