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The advice planners provide to clients goes hand in hand when it comes to what planners do with their own super. <caps>FIONA MOORE</caps><b><caps> </caps></b>asked three ...
Financial planning
Londales Securities (Lonsec) has restructured its research team and strengthened its resources with the addition of two research analysts, following the impending departu...
Financial planning
A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Financial planning
Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....
Financial planning
AMP Henderson's New Zealand equities team is back up to full strength after the sudden loss of its two key players last year....
Financial planning
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
Financial planning
Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...
Funds management
Rothschild Australia Asset Management Limited (RAAM) has launched a global fund of hedge funds as part of an increasing suite of hedge funds products slated for release....
Financial planning
Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...
Financial planning
MLC has extended its MasterKey investment platform to offer a complete portfolio management system to independent financial advisers....
Funds management
In preparation for the roll out of retail and wholesale fund of funds hedge funds later this year, Colonial First State has appointed as its hedge funds consultants, Harc...
Financial planning
Online financial services provider E*Trade Australia has signed deals with seven financial planning groups to provide them with online investment and trading operations....
Financial planning
For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....
Financial planning
Advance Funds Management chief investment officer Dr Stephen Lam has scored the top post in the group, following the retirement of managing director Malcolm Robertson....
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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...