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Financial planning
Investors in socially responsible investments (SRI) will lose about 0.7 per cent per year on their investments compared to mainstream investments according to a report re...
Financial planning
Investors in socially responsible investments (SRI) will lose about 0.7 per cent per year on their investments compared to mainstream investments according to a report re...
Financial planning
A turf war between fund managers in New Zealand has triggered intervention from the Securities Commission....
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
Financial planning
A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...
Editorial
The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....
Financial planning
The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....
Financial planning
The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...
Financial planning
Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....
Rate the raters
The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Financial planning
Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....
Financial planning
Australian firm Objectmastery has reached the $500 million mark for funds under advice with its UK-based Transact wrap account....
Funds management
A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....
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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...