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Funds management
BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....
Financial planning
The National, soon to be Australia’s third biggest fund manager, has taken top spot in inflow of funds for the three months to the end of March....
Financial planning
Following the enormous success of its global technology fund, Colonial First State is to about launch the Global Health and Biotechnology fund....
Financial planning
June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...
Financial planning
Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...
Financial planning
The history of Glenhurst Corporation has mirrored the way the financial planning industry progressed during the nineties. First as a tied agent, then a multi-agent, it ha...
Financial planning
The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...
Funds management
Armstrong Jones has bagged New Zealand’s Morningstar fund manager of the year crown for the seventh year in succession....
Financial planning
The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...
Financial planning
Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....
Financial planning
There are a lot of benefits in being a small dealer. You don’t have a person showing up every few months from national office to talk about…. Well, you just don’t get a v...
Financial planning
Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...
Financial planning
Investment management software supplier DST International (DSTi) has picked up Melbourne based unit registry developer MaxTrak Technology for a sum described as “multi-mi...
Financial planning
Newly-sold fund manager MLC has paid $24 million for a 50 per cent stake in Thailand's Ad-vance Assurance....
Financial planning
Australian-based fund manager Perpetual Investments is planning a return to the New Zealand market after several years absence....
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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...