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Financial planning
The only part of the BT Funds Management (BTFM) group not to merge with Westpac, the direct and listed property groups, are set to re-establish themselves in the retail m...
Financial planning
Macquarie Funds Management and van Eyk Research have partnered to launch a range of pre-blended multi-manager investments called the van Eyk Blueprint Series of Funds....
Financial planning
Risk company Aon and financial services group iPac will launch a joint venture dealer group, Aon Wealth Management, which will also make use of the ipac platforms....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...
Financial planning
Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
Financial planning
When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
Merger and acquisition activity among the larger funds management groups has meant many now face the challenges of consolidating assets within multiple platforms into sin...
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Financial planning
It’s been three years since Money Management last profiled the Glenhurst Corporation and in that time much has changed. JOHN WILKINSON reports....
Financial planning
The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...
Financial planning
Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...