FUND MANAGER
Financial planning
Hamish Trumbull provides an overview of alternative products that provide investors with access to Australian equities....
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
AMP today launched the first of what is expected to be a host of fund manager roll-outs of Term Allocated Pension products in the lead up to new retirement income streams...
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Financial planning
BT Financial Group has delivered the strongest indication to date it plans to launch a new dealer group, with the Westpac Bank-owned fund manager signing-up former Retire...
Rate the raters
Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....
Rate the raters
With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....
Financial planning
Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
Perennial Asia has received a five star rating from Morningstar for its wholesale IOOF/Perennial Asia Equities Trust....
Financial planning
Assirt Research has lost two more staff following the resignation of its head of data, Phil Waterfall and project manager and investment analyst, Tim Bowring....
Financial planning
Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O'Brien into a newly created director retail sales and marketing role....
People & Products
AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...
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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...