FINANCIAL PLANNERS
Financial planning
Wholesale fund manager UBS Asset Management (UBSAM) has made a defacto entrance into the retail market by lowering the minimum entry figure for access to its funds and in...
People & Products
Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....
Financial planning
Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....
Financial planning
Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...
Financial planning
With those ruddy big blocks of concrete being set up in Homebush, you could be forgiven for thinking that Sydney was going sports mad....
Financial planning
Norwich Union has forked out $25 million for the revamping of the back office of its Navigator master trust....
Financial planning
In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....
Financial planning
Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...
Financial planning
Norwich Union has forked out $25 million for the revamping of the back office of its Navigator master trust....
Financial planning
Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....
Financial planning
The days of investing in agricultural investment schemes purely for tax reasons are over....
Financial planning
While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...
Financial planning
I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....
Financial planning
A fortnight ago, Colonial was awarded the highest accolade for the investment performance of an Australian fund manager - the Money Management Fund Manager of the Year. J...
People & Products
Long serving St George executive Jack Regan is to take on the top job at Hill-ross Financial Services....
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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...