A small, boutique Melbourne-based fund manger has launched two Australian equity trusts using direct distribution....

This is the first annual <i>Money Management</i>/Lonsec Agribusiness Survey and we believe it is the first time that such a listing of projects has been published widely....

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...

Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....

<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...

The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....

Financial planners with fund manager relationships for master trust and wrap account functions could be doing more damage to the practice than good, according to Associat...

IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....

THE RECENT departure of Greg Perry from Colonial highlights the critical role of key people in an organisation. Perry has stated many times in the past that he is ably su...

St George margin lending has developed a security driven Web site to help make financial planners both margin lending experts and to develop their businesses....

The Personal Investment Planners (PIP) and Total Financial Solutions (TFS) dealer groups will merge as part of a bid to boost their equity offering to financial planners ...

Rothschild has launched a new web-based calculator for financial planners to explain hedging funds to their clients....

After making a name for itself as an indexing specialist, Vanguard Investments has shifted its focus from the wholesale market to financial planning with the launch of th...