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Financial planning
UBS Global Asset Management has taken out the overall title to win the most prestigious prize in the funds management industry, the Money Management/Assirt Fund Manager o...
Funds management
Macquarie Bank has struck a joint venture agreement with ProLogis, a North American commercial property company, to roll out its first listed US property trust on the Aus...
Funds management
Australian Unity will be rolling out its first property syndicate under its own brand next month as the first step towards the launch of a series of syndicates throughout...
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
Consistent outperformance across a range of asset classes was the key to accolades in the multi-sector category of the 2002 Fund Manager of the Year awards....
Funds management
If the three finalists in the property securities category of this FMOTY awards agree on anything, it is that the listed property sector is unlikely to emulate in 2002 th...
Funds management
Macquarie has launched an Australian equities product as part of its True Index product range....
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
Plans for the launch of the much-anticipated Australian Property Exchange (APX) are once again in limbo with ASIC refusing to provide a firm timetable to give the venture...
Financial planning
Chifley Financial Services will rollout a wider range of products and revise its current master trust under plans put forward by owners, the Local Government Super Scheme...
Financial planning
A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....
Financial planning
Recent amendments to the Family Law Act enabling divorced couples to split their superannuation brings a new level of complexity for financial advisers. NABIL WAHHAB repo...
Financial planning
The Australian Securities and Investments Commission (ASIC) has released the final report of its investigation into solicitors mortgage schemes, calling for a beefed up r...
Financial planning
HSBC’s overall three star rating from Morningstar has survived a review by the research house which had scaled down the majority of the fund manager’s qualitive ratings....
Financial planning
Following the restructuring of its business six months earlier, Deakin Financial Services Group is now spreading its wings and going national as a company focussed on a s...
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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...