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Funds management
Absolute Capital will list three retail hedge funds it launched in July on the Australian Stock Exchange (ASX), to be available to master trusts, wraps and retail investo...
Financial planning
Deakin Financial Services Group today announced a profit for the financial year ended 30 June 2002 of $31, 078....
Financial planning
IN A MOVE that reflects recent restructuring at Tower Limited, Tower Australia has announced it will use Powerlan and IBM technology to build an administrative system tha...
Financial planning
Master trusts and wraps continue to snatch significant sums of money in the funds management game, drawing $5.9 billion in net inflows in the June 2002 quarter. But fortu...
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
Financial planning
While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...
Financial planning
One of the pioneers of the master trust industry in Australia, Kevin Wyld, is planning the launch of a new wrap account service through the Beacon Investment Management S...
Financial planning
Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Financial planning
The take-up of individually managed accounts (IMAs) in Australia will not be as great as the US experience, says HSBC Asset Management head of retail Rick Villars, who sa...
Financial planning
MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...
Financial planning
One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...
Financial planning
MELBOURNE-BASED financial planner Neville Krynauw cannot understand why the cost of platforms for advisers keeps rising when the technology costs keep falling....
Financial planning
Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...
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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...