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Financial planning
Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....
Financial planning
The time for a financial planning reality TV show is long overdue, says Nick Bruining....
Financial planning
Cost efficiency, expertise and closer focus on the provision of financial advice are the key drivers behind businesses choosing to outsource their back-office functions t...
Editorial
The poor performance of some traditional asset classes is fuelling investor appetite for hedge funds. Craig Phillips asks whether this interest is part of a long-term phe...
Financial planning
AMP Henderson has launched a new yield targeted fund giving retail investors access to private debt investments for the first time, completing a bevy of six product launc...
Financial planning
The Australian Securities and Investments Commission (ASIC) has joined forces with financial services regulators in the US, UK and Hong Kong in a world first internationa...
Funds management
Pengana Capital has been approached by a number of potential partners to its private equity ‘hedge fund incubator’ venture - a hedge fund-of-funds that will aim to invest...
Financial planning
Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment manager....
Financial planning
Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...
Financial planning
AMP Australian Financial Services yesterday rolled out Asgard eWraps to three of its four aligned dealer groups within two months of the groups striking a deal....
Financial planning
It's hard enough treating every one fairly in an estate plan – but it's even more difficult when the beneficiaries are part of a blended family. Jack Houwing describes hi...
Financial planning
Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...
Rate the raters
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
Financial planning
A new technology start-up company, WealthCare Mutual, is set to launch a software program into the financial services market enabling advisers and their clients to fully ...
Financial planning
Research house Standard and Poor’s (S&P) will not charge up front fees to funds management groups to be rated marking a departure from its globally used pricing system....
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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...