POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
Web Abstract long compulsory...
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....
Never miss the latest news and developments in wealth management industry
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...