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FUND MANAGERS
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
Financial planning
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
Financial planning
Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...
Editorial
The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...
Financial planning
The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....
Financial planning
Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....
Financial planning
A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...
Financial planning
AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Financial planning
The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...
Financial planning
China is emerging as one of the biggest opportunities for fund managers looking to spread beyond their own geographical boundaries. ...
Financial planning
Fund managers should take a bigger role in social issues facing Australia, according to Investment and Financial Services Association (IFSA) chief executive Lynn Ralph....
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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...