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Financial planning
The new head of retail at JB Were Investment Management (Were), Gordon Thoms, has rejected any moves to become a platform provider and says the group would look for new o...
Editorial
The poor performance of many developed international share markets over the past few years has strengthened the case for investors to allocate a greater proportion of the...
Financial planning
452 Capital, the boutique funds management operation started by ex-Perpetual senior analyst Peter Morgan, will refrain from taking on any further large-scale clients for ...
Financial planning
InvestorWeb Research has named Advance Funds Management its top rated six star manager for Australian equities....
Editorial
Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....
Financial planning
Zurich Financial Services has picked up ex-AMP and Rothschild employees to fill two new positions in the risk and investment management teams....
Editorial
Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....
Financial planning
In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....
Financial planning
Confucius once said: “May you live in interesting times”. Ray Miles says he must have been talking about Financial Services in 2002....
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
The Frank Russell group has dropped Perpetual Investment Management as a manager within the Russell Australian Shares Fund, with Perennial Value Management set to join th...
Financial planning
Van Eyk Research has one a contract to act as the asset consultant over $6.7 billion worth of funds managed by Zurich Financial Services....
Financial planning
David Knott’s name is one that sits among the big names of financial services despite the fact that he has not made an investment decision in over three years....
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
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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...