PLATFORMS

Financial planning

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Financial planning

Listed financial planning dealer group Count Financial is on track to exceed its operating profit growth target of 30 per cent for the third consecutive year....

Editorial

Australia’s five largest banks increased their wealth management income by 19.2 per cent and their funds under management by 11.3 per cent in the first half of 2004-05, a...

Financial planning

The Tasmanian State Government has become an unlikely bidder for financial planners’ direct equity business, through its backing of a new service called investmentadviser...

Financial planning

Solid growth in inflows through platforms and wholesale funds along with strong contributions from Asia have offset weaker results in advice from New Zealand to deliver A...

Financial planning

Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...

Financial planning

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Financial planning

Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....

Financial planning

The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...

Funds management

Mariner Financial has become the latest fund manager to launch an American property trust, the Mariner American Property Income Trust, which it claims will target high-yi...

Financial planning

The rise of platforms is killing off small funds managers, with advisers today placing only half the assets direct with managers that they did three years ago....

Financial planning

The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...

Top 100

This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...

Financial planning

ING Investment Management has launched the ING Global High Dividend Fund, which it claims is Australia’s first to select stocks on the basis of their dividend yields....

Financial planning

Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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