FUND MANAGERS
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...
Financial planning
New codes which identify parties to electronic commerce transactions are being developed for financial planners....
Financial planning
Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?...
Financial planning
Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...
Financial planning
Fund managers' efforts to become single responsible entities are being paralysed by government inaction....
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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...