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FUND MANAGERS

Financial planning

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

Financial planning

The continuing takeover wrangle for British bank, National Westminster (Nat-West) is set to drag on with regulatory authorities putting a freeze on any ac-tion from two c...

Financial planning

The Financial Services Complaints Resolution Scheme (FSCRS) has gained the approval of the Australian Securities and Investments Commission (ASIC) to oper-ate as an exter...

Financial planning

A lot of advisers do not appreciate the finer qualities of the business development executives whose job it is to tend to their every wish. Nick Bruining, however, won’t ...

Financial planning

A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....

Financial planning

Fund managers and financial planners are not servicing high net worth clients ef-fectively and fail to meet their needs according to a Melbourne planner and portfo-lio ma...

Financial planning

A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....

Financial planning

There are a number of anomalies that you come across when you examine the op-eration of the Australian superannuation system. ...

Financial planning

Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....

Financial planning

The Australian Securities and Investments Commission (ASIC) has made final stop or-ders on the prospectuses for the The Oil Fields Project 4 and The Great Forests 1999 Pr...

Financial planning

“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...

Funds management

Proposed changes to the All Ordinaries Index will allow better comparisons of fund managers and their claimed styles, according to industry pundits....

Financial planning

“How deeply entrenched are soft dollar commissions in the financial services industry?”...

Financial planning

Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....

Funds management

Macquarie Investment Management is to open up its private equity fund of funds MAIT (Macquarie Alternative Investment Trust) to retail in-vestors for the first time in ea...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

4 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 3 days ago