06 September 2010 • By Fiona Harris • 1 min read
More planners are servicing clients whose portfolios have been hit by frozen funds, failed investments and corporate collapses than ever before, yet ...
READ MORE
The use of platforms for new client investments has dipped for the first time in eight years.The use of platforms by financial planners for new ...
READ MORE
Industry super funds' pricing has blown out to converge on a new retail price point, according to research by Tria Investment Partners.The pricing of ...
READ MORE
UBS's Property Securities Fund has been put on hold after the firm replaced its global real estate securities CIO with a former AIMS fund manager
READ MORE
Countplus has bought 25 per cent of Cartwright Brown & Company Financial Planning, its second last purchase before it floats.Countplus has made ...
READ MORE
A more segmented approach will be needed from platform providers in the future.Platform providers will need to abandon a one size fits all service ...
READ MORE
A fixation on fees, pricing and reforms is not the answer to regaining the trust of clients and investors, a number of industry leaders have said
READ MORE
The Pacific First Mortgage Fund's manager, Balmain Trilogy, has failed to win enough support to implement a new strategy for the fund.The Pacific ...
READ MORE
The superannuation sector has rejected the notion of having to be licensed to implement super gearing in its Treasury submissions.Industry submissions ...
READ MORE
Investorfirst is piloting a new portfolio administration service with a view to offering two models to external dealer groups and financial advisers
READ MORE
Subscribe to our newsletter
