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Funds management

For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnershi...

Funds management

Integrated Portfolio Solutions has announced its funds under administration have exceeded $5 billion thanks to strong flows from family offices and investment advisers....

Features

There are no shortage of product structures for those looking to try their luck with listed investments. Balaji Gopal makes the case for exchange traded funds, one of man...

Expert Analysis

As the popularity of managed discretionary accounts continues to climb, Eugene Ardino outlines exactly what financial planners should know about advising on them....

Funds management

Managed discretionary accounts grew by 37.14 per cent over the six months to 31 July 2017, according to IMAP....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago