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Financial planning
HISTORY does not repeat itself. Business cycles, market trends and business opportunities, if missed 10 years ago, do not represent themselves for a second bite of the ch...
Financial planning
Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....
Financial planning
Standard & Poor’s (S&P) is preparing to launch a ratings system for managed funds in a move that will bolster its already considerable push into the Australian funds mana...
Financial planning
The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...
Financial planning
InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...
Financial planning
The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...
Financial planning
The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...
Financial planning
A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...
Financial planning
By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...
Financial planning
St George Bank has cut the goodwill in its financial planning platform and research resources group, WealthPoint, by more than half, drop the figure from $135 million to ...
Financial planning
Australian groups, armed with the lessons they’ve learned over the last decade, are now taking on the world’s financial planning markets. GEORGE LIONDIS reports....
Financial planning
The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...