INVESTMENT MANAGEMENT
People & Products
Advance Asset Management has lost two of its Victorian sales team members, with state manager Damian Holland and offsider Olivia Hawkes recently leaving the company....
Financial planning
Zurich Australia has been rated the top life risk provider in the Australian market by the WA Taylor Report for the third successive year....
Financial planning
Australia’s top 10 fund managers found themselves back in positive territory in the three months to the end of September with BT/Westpac leading the way with an increase ...
Financial planning
Navigator has added two new funds to its administration platform – the Greencape Wholesale Broadcap Fund and the Greencape Wholesale High Conviction Fund....
Financial planning
In an effort to demystify life insurance, Zurich has thrown away traditional thought patterns and by the end of the year will have launched a new product designed to revo...
Financial planning
Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....
Superannuation
Advisers are drowning in choice – that is, a growing choice of information and new research available to help them get the requisite levels of documentation they now requ...
Financial planning
Former US Vice-President Al Gore has urged Australian superannuation fund trustees to avoid short-termism when assessing investment strategies....
Financial planning
There are some members of the financial services industry whose influence transcends any particular year. They are, and always will be, some of the industry’s most influe...
Financial planning
Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....
Financial planning
When the announcement came last week that interest rates would not rise, what should have been good news for home owners was stained by a less than subtle threat by the R...
Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
Financial planning
Commonwealth Bank of Australia’s plans to restructure its financial advice division into a new look Colonial First State has forced the departure of CBA executive general...
People & Products
Super fund Sunsuper has appointed Mercer Investment Consulting to advise on its range of investment products....
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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...