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FUND MANAGERS
Financial planning
Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family member, rather than advertising, a new ASSIRT/...
Financial planning
Australia's managed funds industry is poised to break through the $500 billion for the first time....
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
Financial planning
Tower Corporation's long march towards demutualisation is almost over, following an overwhelming member vote in favour of the concept and the withdrawal of a fi-nal appea...
Financial planning
As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...
Financial planning
I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...
Financial planning
The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...
Financial planning
Australian Stock Exchange executives are busy gathering feedback from fund managers and other users of the all ordinaries index which could result in a major shake-up of ...
Financial planning
Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....
Financial planning
ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....
Financial planning
In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...
Funds management
A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
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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...