FUNDS MANAGEMENT INDUSTRY
Financial planning
Permanent has signed up with ISPT, the trustee of the Industry Superannuation Property Trust, to provide back office functions....
Financial planning
Trustee group Permanent has been signed with ISPT, the trustee of the Industry Superannuation Property Trust No.1, to provide back office functions for the super group....
Financial planning
It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....
Financial planning
Mercantile Mutual will become one of the top three players in the Australian funds management industry if plans by the ING Group to buy Bridges Financial Services go ahea...
Financial planning
Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...
Superannuation
Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...
Funds management
Fund managers rolling out tech funds couldn’t have picked a worse time....
Financial planning
Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....
Financial planning
Seminars can be the simplest way of marketing your practice to prospective clients, but you need to plan them carefully to get the best results. Jason Spits reports. For...
Financial planning
New Zealand’s retail funds management industry suffered a slowdown in growth during the December 1999 quarter according to the latest IPAC market share report....
Financial planning
New Zealand’s retail funds management industry suffered a slowdown in growth during the December 1999 quarter according to the latest IPAC market share report....
Financial planning
The battle for supremacy in New Zealand’s funds management industry is far more evenly poised than in Australia....
Financial planning
The recent surge in interest in hedge funds has spread to the retail market with the launch of Hedge Funds Australia (HFA) hedge fund....
Financial planning
News that BT Funds Management is to be sold is sad, not only for its legion of clients and supporters, but also to people with a keen in-terest in the marketing disciplin...
Financial planning
May is quickly emerging as the month of the revolving door, as a num-ber of senior executives in the funds management industry take leave of their high profile positions....
Never miss the latest news and developments in wealth management industry
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...