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Financial planning
WHILE Associated Planners’ Solar product remains the only risk master trust product currently in the market, the news last month that Professional Investment Services (PI...
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
Financial planning
THE main opposition groups to the Australian Taxation Office’s (ATO) crackdown on mass marketed tax effective schemes have combined to form a peak industry body in order ...
Editorial
While many investors are steering clear of offshore markets, GEORGE LIONDIS reports that Frank Russell has stuck to its guns with its heavy international equities weighti...
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
Financial planning
Australia’s financial services industry is known for its competitive nature, its willingness to out wit, out perform and out launch its opposition. However, it seems out ...
Financial planning
The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...
People & Products
The Frank Russell Company has formed a new alliance to distribute its series of multi-manager fund through the Associated Planners dealer group amidst continuing speculat...
Financial planning
Oasis Asset Management has finalised a deal with the Queensland based financial planning group, Financialline, marking the fifth such partnership agreement signed by Oasi...
Financial planning
Australian based companies are preparing to capture a bigger slice of the burgeoning market for financial services in Asia with at least three major organisations making ...
Financial planning
Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...
Financial planning
NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...
Financial planning
Ventura Investment Management, the new funds management arm of dealer group Professional Investment Services (PIS), has been given its first taste of credibility with new...
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Podcast
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...