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Financial planning
Australian Unity has surpassed the $2 billion funds under management barrier for the first time in its 164-year old history after reporting record inflows of $438 million...
Financial planning
Australian Financial Services has signed a deal with Praemium Portfolio Service that will see its network of 50 member firms have access to the virtual wrap system....
Financial planning
Pengana Capital has unveiled details of the two key investment managers that will be responsible for running its anticipated new small caps venture, the Pengana Emerging ...
Financial planning
Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...
Editorial
A winter of discontent awaits if you get it wrong on indexing and property syndicates, writes Robert Kavney....
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
Investors are more inclined to invest new savings in shares and managed funds than they were a year ago, according the latest ING/Melbourne Institute Household Savings an...
People & Products
Australian Unity has moved quickly by appointing former Perpetual private clients manager David Bryant as head of its funds management division and filling the role of so...
Financial planning
Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....
Financial planning
Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
Funds management
Boutique property group SAITeysMcMahon is aiming to take advantage of what it calls a structural shift towards unlisted property by significantly extending the reach of i...
Funds management
ING Real Estate Investment Management has appointed an Australian to the role of global chief executive officer, with David Blight given the task of overseeing the groups...
Financial planning
AMP Capital Investors will look for further offshore opportunities in the Asia Pacific region with plans to also roll-out new specialist retail products domestically afte...
Financial planning
The Australian Securities and Investments Commission has vowed to continue its crackdown on dishonest financial planners after a Melbourne adviser was sentenced to two-ye...
Financial planning
Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....
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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...