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FUND MANAGERS
Financial planning
Demutualisation of the New Zealand Stock Exchange has taken a major step forward, but enthusiasm for a merger with the Australian Stock Exchange appears to have waned....
Editorial
Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...
Financial planning
The Securities Institute is to pioneer a course for the fast growing Certified Financial Analyst designation under an agreement with the Sydney Society of Financial Analy...
Funds management
Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...
Financial planning
Global sector funds may be the flavour of the month for funds management marketeers, but there is a limit to the number of sectors that can be realistically used....
Financial planning
Australia’s four biggest banks have stamped their dominance on the funds management industry, taking four spots in the top ten inflows for the three months to the end of ...
Financial planning
As some of the gloss fades from dot.com stocks and the Internet, investors are increasingly turning to the potentially lucrative biotechnology market. But, as John Wilkin...
Financial planning
Virgin boss Richard Branson has confirmed what many in the industry have thought for years. Virgin is about to bring its brand of financial services distribution to Austr...
Financial planning
Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...
Financial planning
Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...
Financial planning
A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...
Financial planning
New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....
Financial planning
Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...
Financial planning
Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....
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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...