FUND MANAGERS

Financial planning

Colonial says talks concerning the sale of its UK life assets are continuing, but declined to com-ment on parties to the discussions....

Financial planning

Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....

Financial planning

Just over a decade ago environmental issues moved out of the backwoods and into the mainstream....

Financial planning

UK - Colonial says talks concerning the sale of its UK life assets are continu-ing, but declined to comment on parties to the discussions....

Financial planning

Fund managers have overwhelmingly supported the Australian Stock Exchanges new market index, the ASX 200 as the benchmark Australian equities index....

Financial planning

Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...

Financial planning

US fund managers are now offering three types of wrap account as the next gen-eration of products....

Financial planning

To achieve value for their businesses, planners should focus on generating fee-for-service income rather than trails, Perpetual Service Network general manager Anthony Hu...

Financial planning

Prudential’s Egg online banking unit plans to start selling 169 mutual funds from 12 different companies over the Internet, the first fund supermarket for UK investors. ...

Financial planning

Financial planners are facing many challenges in the next couple of years due to the increasing use of technology in the industry. Those planners who embrace the technolo...

Financial planning

Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...

Financial planning

Small to medium-sized financial planning groups have an uncertain future in the next five years as the bigger organisations come to dominate the industry, says consultant...

Financial planning

Prudential’s Egg online banking unit plans to start selling 169 mutual funds from 12 different companies over the Internet, the first fund supermarket for UK investors. ...

Financial planning

Performance incentives used to be the bastion of the senior executive, but now the concept is filtering through to funds management groups....

Financial planning

A swag of fund managers have unleashed technology based funds in recent weeks in the wake of Colonial’s hugely successful offering....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 16 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

20 hours 25 minutes ago