Fee for service planners on the riseWEDNESDAY, 25 JUN 2008 12:36PMA sub-segment of financial planners expect revenue from pure 'fee for service' models to increase to almost a quarter of their total revenue in three years, a survey of more than 1,100 planners has found.
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Antipodes acquires boutique manager
Antipodes has acquired a fund manager specialising in Asian equity and fixed income strategies that has about $170 million in assets under management.
The funds delivering up to 30% returns: Mercer
Mercer released its investment performance charts, revealing the top 10 funds delivering massive returns.
ClearBridge launches first local global equity fund
ClearBridge Investments has launched its first global equity strategy in Australia as it looks to introduce more in the future.
Plenary Group sells 49% stake to ADQ
Abu Dhabi sovereign wealth fund ADQ has acquired a 49% stake in Plenary Group as it marks its first investment in an Australian company.
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 Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
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 Sponsored by | Why it could be a good time to be a growth contrarianGrowth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay. |
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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