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Financial planning
Phil Guest solved his succession planning problems by simply giving away shares in his financial planning practice. He decided that, while there were successors to his bu...
Financial planning
Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...
Financial planning
Colonial First State Investments has introduced a nil-entry-fee pricing structure for its investment products, giving investors the option to pay no up front application ...
Financial planning
Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...
Financial planning
Over 50s Mutual is now planning a full ASX listing in January, says chief executive officer Michael Rehak....
Financial planning
Australia’s funds management industry is shrinking, with the total assets under management dropping by almost 6 per cent since June 30, according to the latest Assirt rep...
Editorial
Despite challenging times in most markets, Macquarie Bank has announced a $130.2 million after-tax profit for the half year to September 30, 2001 - an increase of 21% com...
Financial planning
Australians are becoming increasingly uncertain about their financial preparations for retirement, the latest nationwide survey into consumer knowledge and attitudes towa...
Accounting
Permanent managing director Paul Lahiff has linked the acquisition of small accounting firm W&D Partners to its increased exposure to private clients, while hinting that ...
Financial planning
Westpac will trial an account aggregation service for its banking clients as part of a larger strategy to provide financial services online....
Financial planning
The funds arena experienced a significant improvement last month after a series of negative results following the September 11 terrorist attacks, a report by asset consul...
Financial planning
Over 50s Mutual is now planning a full ASX listing in January, says chief executive officer Michael Rehak....
Financial planning
US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...
Funds management
Listed property returns have exceeded the All Ordinaries over the last two decades with much less volatility, according to Credit Suisse Asset Management investment manag...
Editorial
The National Australia Bank (NAB) has reported a 36 per cent slide in its profit for the full year to the end of September, despite a healthy operating profit from its we...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...