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Financial planning
Equity Trustees restructures to better accommodate responsible entity issues....
Financial planning
LM Investment Management vows to stop David Tweed’s Direct Share Purchasing Corporation gaining access to mortgage fund register....
Editorial
Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....
Editorial
Pre-occupation with quantitative analysis in the financial markets has not necessarily served us well, says Mark Arnold. He explains how and why modern portfolio theory h...
People & Products
K2 asset management has recruited Jeff Thompson as a fund manager for its K2 Select international fund, increasing the size of the funds management team to 10....
People & Products
International equity fund manager Insync Funds Management has added to its investment team with the appointment of Bob Desmond as senior portfolio manager....
Financial planning
AMP Capital has recruited three new members to its capital equity team, assigning Jonas Palmqvist and Andrew Lally to dual roles of senior portfolio managers and analysts...
Editorial
Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....
Financial planning
ASIC refines and standardises short selling rules to close netting-off loophole....
Financial planning
Standard & Poor’s Fund Services (S&P) has announced it will not change its ratings for Ausbil funds following the resignation of Ausbil Dexia’s invest...
Financial planning
In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...
Financial planning
Cross-subsidisation of advice leaves pricing power in the hands of a select few institutions....
People & Products
Fund manager BlackRock has finally appointed the new head of iShares Australia with Mark Oliver to take on the role....
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
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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...