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Financial planning

AMP has topped inflow figures for the second quarter in a row, according to Assirt market share figures....

Financial planning

Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...

Financial planning

Signs that the marriage of BT and Principal in the middle of last year will produce further cross-pollination continue as another Principal executive joins BT Funds Manag...

Financial planning

In a further sign that Australian investors are ready to take another look at Asia, BT Funds Management (BTFM) will roll out a specialist Japanese share fund today....

Financial planning

With the marriage of BT and Principal now guaranteeing the continuing presence of the name in the marketplace, BT are hoping to leverage off their parents' exper-tise in ...

Financial planning

Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....

Financial planning

Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....

Financial planning

The Principal Financial Group, owner of BT Funds Management, and ING, parent company to Mercantile Mutual have formed a joint venture in Japan to take advantage of a burg...

Financial planning

Macquarie Investment Management has set the pace for what advisers can expect when it comes to the impact of GST on their hip pockets....

Financial planning

Deutsche Bank's Top 50 funds, launched in early July 1999, have put up an impres-sive showing in Mercer's Unit Trust tables for the three months to October 31....

Financial planning

The Commonwealth Bank has pipped BT to become the largest retail fund man-ager in Australia, according to Morningstar....

Financial planning

IRD casts eyes over life companies The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a g...

Financial planning

The past two years have been a rollercoaster ride for investors in south east Asian equity trusts....

Financial planning

Financial planners can develop a very profitable business from selling corporate su-perannuation, but the key is using an outsourcing service like a master trust, says BT...

Financial planning

The infrastructure sector could double in size over the next three to five years, says Macquarie Equities infrastructure analyst Jon Fitch....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 9 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago