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FUND MANAGERS
Financial planning
Skandia has reported a strong rise in funds flowing through its platform, Skandia One, and is aiming to maintain this growth to push it beyond $5 billion by 2006, chief e...
Financial planning
BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to the High Court in Wellington and hopefully conclude an on...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
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...
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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...