MACQUARIE
Financial planning
The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...
Financial planning
Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....
Financial planning
Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
Colonial First State’s FirstChoice master trust has opened a new front in the battle for platform supremacy by signalling its intent to tackle more high end rivals head-o...
Financial planning
The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
Financial planning
Challenger Financial Services Group will increase the diversification of assets backing its annuities business after selling five offshore properties, in a move that redu...
Financial planning
Mercer Investment Consulting has lost another key team member with funds management group Queensland Investment Corporation announcing today it has recruited senior analy...
Financial planning
Mercer Investment Consulting, bucking the trend against its recent hiring spree, has been forced to restructure its senior ranks following the departure of its national p...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
Growth orientated super funds have had a bumpy start to the 2004/05 financial year but ended the September quarter in positive fashion after global shares markets, Austra...
Financial planning
Challenger Financial Services Group is continuing its sale of non-core assets with the offloading of its $150 million margin lending book to Macquarie....
Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
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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...