RETAIL FUNDS
Editorial
With a view of the sun setting over the Whitsunday’s from his position at the bar, Garry Weaven is looking way too relaxed for someone who has been busy putting the finis...
Financial planning
Count Financial’s wrap account has almost trebled over the past year to $872 million....
Financial planning
AXA has rolled out its first range of retail funds launche through its partnership with Alliance Capital, four months after launching the same range into the wholesale ma...
Financial planning
Combined retail managed funds in Australia totaled more than a quarter of a trillion dollars ($257.3 billion) as of March 31, which was an increase of 12 per cent over th...
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
Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....
Financial planning
Bridges’ corporate services team has walked out....
Financial planning
BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...
Financial planning
Product providers rather than consumers are driving the push for choice of funds in superannuation, according to the Goodman Fielder Superannuation Fund Secretary Peter L...
Financial planning
Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....
Financial planning
Investment performance is low on an adviser’s list when it comes to selecting an investment institution, according to Assirt’s 1999 Market Trends survey....
Financial planning
Investment performance is low on an adviser's list when it comes to selecting an investment institution, according to Assirt's 1999 Market Trends survey....
Financial planning
Strong growth by self managed super funds and industry funds helped boost Australian superan-nuation assets by 16.6 per cent in 1999, according to the latest Australian P...
Financial planning
If there are no hitches to the marriage between the Commonwealth Bank and Colonial, the amalgamation will create a funds management powerhouse the likes of which Australi...
Funds management
Australian fund managers are weighted down with product, increasing manage-ment costs and making them vulnerable to overseas competitors entering the mar-ket, says one an...
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MARKET INSIGHTS
Podcast
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...