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Financial planning
A major shakeup of the Commonwealth Bank group in New Zealand sees Sovereign taking over the marketing of Colonial First State Investment's (CFSI) retail funds, with the ...
Financial planning
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
Financial planning
Critical mass and a penchant for specialisation has propelled Trinity Financial Services forward as this North Queensland practice sets its sights on the road ahead. Nico...
Funds management
Short term property invests will go off the boil in most sectors according to the latest Macquarie property outlook report....
Editorial
At initial meetings, most financial planners at least imply they will provide ongoing service to their clients. Rob Keavney reckons there is a large body of planners that...
Funds management
One of New Zealand's biggest property bond issues has run into trouble and the 1700 investors involved are unlikely to see all their money until at least two years after ...
Financial planning
Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....
Financial planning
Venture capital has attracted significant investor attention and stands to become a viable alternative asset class as inflows continue according to venture capital firm A...
Funds management
Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....
Financial planning
Finding the category and overall winners of the Fund Manager of the Year is no easy task and takes many hours of examining data, some of which stretches back over three y...
Funds management
Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....
Editorial
As always, developments in the equity market have had a powerful influence on the investment decisions made by fund managers specialising in property. With the slower equ...
Financial planning
At initial meetings, most financial planners at least imply that they will provide ongoing service to their clients. Rob Keavney reckons there is a large body of planners...
Financial planning
The finalists for the Money Management/ Assirt Fund Manager of the Year award have been decided. Jason Spits looks at who will contend for top honours after a turbulent y...
Financial planning
Rothschild will extend its program of alliances, following the success of its venture with US-based Putnam Investments....
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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...