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Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
Web-based risk profiler ProQuest has rolled out its risk profiling system in the United States (US) and claims it is already dealing with a steady stream of interest from...
Financial planning
The Professional Investment Services (PIS) dealer group is close to signing two joint venture deals with major institutional players in both Canada and America....
Funds management
Macquarie Bank has struck a joint venture agreement with ProLogis, a North American commercial property company, to roll out its first listed US property trust on the Aus...
Financial planning
Former Financial Planning Association (FPA) chairman Ray Griffin has become the first non-American financial planner to be elected chairman of the International Certfied ...
Financial planning
The confidence of Australian investors in the Australian economy and their investing environment has improved significantly since the end of last year, according to the l...
Financial planning
The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...
Financial planning
Sovereign has backtracked on its plans to give one of its advisers $1 million next year as a reward for writing business. The turnaround comes as the Commonwealth Bank's ...
Financial planning
Beacon Financial Services has become the latest investment management business to suffer in the wake of a slowing economy and the September 11 tragedy in the US, announci...
Financial planning
A new research report into the burgeoning portfolio transition management business has uncovered a surprisingly large gap between the costs quoted for transitioning funds...
Superannuation
A leading United States superannuation expert says the New Zealand Government’s plans to prefund New Zealand Superannuation are commendable, however he says there are two...
Financial planning
Australian shares look likely to maintain their status as an investor “safe haven” compared with other share markets, a panel of the financial services industry’s top chi...
Financial planning
Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....
Financial planning
AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...
Funds management
In preparation for the roll out of retail and wholesale fund of funds hedge funds later this year, Colonial First State has appointed as its hedge funds consultants, Harc...
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MARKET INSIGHTS
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,...