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FUND MANAGERS
Financial planning
Promina-owned Tyndall Investment Management has reported a positive uptake from staff of a unique scheme that allows key staff within the institutionally owned investment...
Financial planning
The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...
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
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
Financial planning
Existing clients are often the best source of future leads. The challenge for Simone Vanden-Driesen and Leishman Financial Services was to tap the source....
Financial planning
For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....
Financial planning
Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....
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
The Australian Securities and Investments Commission (ASIC) has postponed the date by which fund managers and product providers have to comply with the new dollar disclos...
Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
Funds management
Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...
Editorial
Assirt Research has restructured its ratings fees and increased subscriptions rates for its quarterly market share report as part of an initiative to steer the firm towar...
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
The rush to offer term allocated pensions to the market has led US-based Computer Sciences Corporation and wealth management systems provider Syscorp to develop software ...
Financial planning
Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...