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Financial planning
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Financial planning
These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...
Financial planning
Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...
Financial planning
Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...
Financial planning
Putting together the data needed to compile the Money Management Top 100 dealer’s survey is not always a simple task. As such it is not something all dealer groups are pr...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....
Financial planning
Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....
Financial planning
Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...
Financial planning
Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....
Financial planning
Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....
Financial planning
Global research group Standard & Poors is to take on Australia’s three research houses after finalising a deal with research group Investment Data Technologies (IDT)....
Financial planning
What’s in a master trust? Quite a bit, if you believe most of the hype written about them....
Financial planning
Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....
Financial planning
Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...
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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...