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Financial planning
Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds....
Funds management
Advisers recommending high income clients invest blindly in unit trusts should beware of tax implications....
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
Financial planning
Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge....
Financial planning
The merger between Lifeplan and StateGuard Friendly Society has been approved by all members and will go ahead on April 1....
Financial planning
Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the pan. Zilla Efrat looks behind the group's impressive numbers and...
Financial planning
Colonial First State has been awarded the investment industry's highest accolade as Money Management's Fund Manager of the Year....
Financial planning
Tower Financial Services Group will kill off brands including Austrust, National Insurance and South Pacific Insurance and rebadge them under the Tower name in its ongoin...
Financial planning
Former National Mutual executive director Ian Ferres is to join the Australian Unity board....
Financial planning
Today's stars are often tomorrow's average performers....
Life/Risk
1st: Suncorp 2nd: Tower Life 3rd: NRMA...
Funds management
1st: Heine Group 2nd: Home Building Society 3rd: Mutual Friendly Society...
Funds management
1st: Merrill Lynch Mercury Asset Management 2nd: Colonial First State...
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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...