FUND MANAGERS
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)....
Funds management
Fund managers see IT development, customer service, investment management and custody as the biggest growth areas for outsourcing in the next 12 months, William M. Mercer...
Financial planning
US fund managers have taken advantage of laws allowing them to sell funds over the Internet using electronic signatures....
Financial planning
Skandia doesn’t do manufacturing and it doesn’t do retailing. Stuart Engel discovers exactly what it is the Swedish based financial services giant intends to do in Austra...
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
Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...
Financial planning
Fund managers have been given the green light to charge varying fees based on investment size by the investment watchdog....
Financial planning
Money Management congratulates the winners of our competition for subscribers to win a bottle of Penfolds Grange for the August 31 edition:...
Funds management
Fund managers have been given the green light to charge varying fees based on investment size by the investment watchdog....
Financial planning
Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...
Funds management
The property industry is likely to see longer than expected benefits from the Syd-ney Olympics according to the latest Australian Property Industry (API) survey....
Financial planning
<B>Hockey not swayed by ethics </B>The Federal Financial Services Minister, Joe Hockey’s knock back of a proposal for disclosure of ethical considerations taken by invest...
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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...