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FUND MANAGERS
Financial planning
Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...
Financial planning
DAVID Attenborough, looking at the financial planning landscape in the early 1990s, would have noted how the scene was dominated by relatively small, independent packs of...
Financial planning
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
Financial planning
As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...
Financial planning
Ausmaq has launched its pricing system for its MAINhub and MAINlink systems, but will waive these charges for fund managers signing up before January next year....
Financial planning
AUSTRALIA’S largest industry superannuation fund, REST, has launched a new corporate division in a bid to win corporate superannuation business....
Financial planning
The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...
Financial planning
Industry research group Rainmaker Information is looking for the best marketers in the industry and is inviting nominations for its inaugural Marketing Excellence Awards,...
Editorial
In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...
Editorial
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
Financial planning
Investors are worried about LPTs, not because they have performed badly, but because they have performed so well. GEORGE LIONDIS reports....
Financial planning
While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...
Financial planning
AUSTRALIANS are paying too much for funds under management, and consumers should have the option of paying fees on a performance basis to compensate for underperforming f...
Financial planning
Retail investors are set to gain more exposure to private equity as master trusts increasingly embrace these investments, predicts Marcus Darville, head of Private Equity...
Editorial
As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...
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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...