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PROPERTY
Editorial
Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....
Funds management
The influential van Eyk research group has placed BT/Sagitta’s listed property funds on a ‘Hold’ rating following the recent resignation of the group’s head of listed pro...
Funds management
Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...
Financial planning
The big are getting bigger in the agribusiness sector, while smaller players are falling by the wayside, writes John Wilkinson....
Financial planning
The only part of the BT Funds Management (BTFM) group not to merge with Westpac, the direct and listed property groups, are set to re-establish themselves in the retail m...
Editorial
The promise of positive returns in an otherwise dour investment climate could help advisers overcome their fear of agribusiness schemes. John Wilkinson reports....
Editorial
Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....
Financial planning
Sydney-based financial planning dealer group Madison Financial Group has signed on with industry research house Lonsdale Securities (Lonsec) giving the latter its second ...
Financial planning
US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Editorial
In the past 12 months Singapore’s financial services industry has begun to swell as Australian groups spread their wings into Asia. As Kate Kachor reports, Singapore is n...
Superannuation
Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....
Financial planning
It’s currently fashionable to call financial planning ‘life planning’, but Tom Collins argues that is exactly what financial planning has always been....
Financial planning
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
Financial planning
Fiducian Portfolio Services will start to market their own separately managed account (SMA) claiming that it has been in existence for a number of years....
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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...