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Financial planning
Australian groups, armed with the lessons they’ve learned over the last decade, are now taking on the world’s financial planning markets. GEORGE LIONDIS reports....
Financial planning
The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...
Financial planning
Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...
Financial planning
APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...
Superannuation
Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...
Financial planning
Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...
Financial planning
Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....
Financial planning
NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
Financial planning
Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...
Financial planning
<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...
Financial planning
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
Superannuation
If their phenomenal level of growth is anything to go by, non-super master trusts appear destined to become the dominant investment vehicle in Australia. GEORGE LIONDIS r...
Financial planning
Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...
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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,...