FUND MANAGERS
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...
Financial planning
Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...
Financial planning
DAVID Attenborough, looking at the financial planning landscape in the early 1990s, would have noted how the scene was dominated by relatively small, independent packs of...
Financial planning
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
Financial planning
As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...
Financial planning
Ausmaq has launched its pricing system for its MAINhub and MAINlink systems, but will waive these charges for fund managers signing up before January next year....
Financial planning
AUSTRALIA’S largest industry superannuation fund, REST, has launched a new corporate division in a bid to win corporate superannuation business....
Financial planning
The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...
Financial planning
Industry research group Rainmaker Information is looking for the best marketers in the industry and is inviting nominations for its inaugural Marketing Excellence Awards,...
Editorial
In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...
Editorial
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
Financial planning
Investors are worried about LPTs, not because they have performed badly, but because they have performed so well. GEORGE LIONDIS reports....
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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...