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Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Funds management
Colonial First State has signed an exclusive deal to take research from global property specialists Colliers International, in a move that will also result in Colliers be...
Financial planning
Boutique fund manager MFS Group is set to list on the Australian Stock Exchange via a ‘back-door’ listing after announcing plans to merge with a publicly floated investme...
Financial planning
What do the Mile High Club, the Grinch and financial planning have in common? Trust Nick Bruining to know the answer....
Editorial
Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....
Financial planning
The value of the US dollar has reached critical levels and could start to impact on markets, US-based Principal Global Investors president Jim McCaughan told investors du...
Financial planning
Pengana Capital will announce the launch of a new small companies division early next week as the boutique fund manager continues its strategy of adding specialist offeri...
Financial planning
The small caps sector has reached its peak and will be unable to sustain its current high level of performance, a new report has warned....
Financial planning
St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management to bring the number of boutique fund mana...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...
Financial planning
Van Eyk has moved to deflect attention from a spate of recent departures to competing research group, Mercer Investment Consulting, by announcing a new head of distributi...
Financial planning
Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....
Financial planning
Some small cap funds have reopened their doors in recent times, but others think the sector is on the way down. Liam Egan reports....
Financial planning
Growth orientated super funds have had a bumpy start to the 2004/05 financial year but ended the September quarter in positive fashion after global shares markets, Austra...
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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...