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FUND MANAGERS
Financial planning
Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....
Financial planning
The Federal election has thrown the January 1, 2005 deadline for fund managers and advisers having to disclose all fees and benefits as dollar amounts into disarray with ...
Financial planning
Inflows to managed funds are expected to grow at between 5 and 10 per cent a year over the next two to three years, according to a new KPMG report into the wealth managem...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
A senior Liberal backbencher and chairman of the Senate Select Committee on Finance and Administration, Senator John Watson has praised the approach to superannuation by ...
Policy & Regulation
The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...
Financial planning
Skandia has reported a strong rise in funds flowing through its platform, Skandia One, and is aiming to maintain this growth to push it beyond $5 billion by 2006, chief e...
Financial planning
BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to the High Court in Wellington and hopefully conclude an on...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
Financial planning
Promina-owned Tyndall Investment Management has reported a positive uptake from staff of a unique scheme that allows key staff within the institutionally owned investment...
Financial planning
The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
Financial planning
Existing clients are often the best source of future leads. The challenge for Simone Vanden-Driesen and Leishman Financial Services was to tap the source....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...