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FUND MANAGER
Financial planning
Legg Mason has become the latest US mutual fund manager to buy into the European market, with the purchase of UK fund manager Johnson Fry for about US$70 million, the fir...
Policy & Regulation
When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....
Financial planning
A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....
Financial planning
Beware, October is upon us! Not only is it the most volatile month for share mar-kets swings, but it was also the month when the two greatest stock market crashes took pl...
Financial planning
One of the first to join high flyers Clayton Robard in the mid 1980s, Ken Brewer, has joined Tyndall, the group that rose from the ashes of Clayton Robard....
Financial planning
UK - British pension funds gave their first indication of shedding their conservative image with news that some are looking at shifting away from traditional investments ...
Superannuation
There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...
Financial planning
USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...
Financial planning
“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...
Financial planning
USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...
Financial planning
In an obvious move to boost a desperately sagging circulation, “Stewy the Fridge” has decided to cast decency, good taste and sense to the four winds and ask the lemming ...
Financial planning
Colonial is now Australia's second largest fund manager usurping long-time rival BT Funds Management as the second fiddle to the AMP colossus. ...
Financial planning
Mercantile Mutual are a bunch of people with reasons to be happy!...
Financial planning
With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...
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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...