Rebel with a practice: how a PIS planner keeps his individuality

Maintaining your beliefs within a dealer group can be a tough ask for many financial advisers – hence the constant flow of planners in the industry. But PIS adviser Paul Brown has found the balance between dealer pressure and personal attitudes.

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Legg Mason arrives in Australia with diverse product range

Legg Mason has completed its purchase of the former asset management businesses of Citigroup and is set to operate under its two main brands in Australia – Legg Mason and Western Asset.The firm is currently in discussions with the various funds management branches of the group to see what products will be distributed in Australia. … Read more

A New Paradigm in Funds Management’ – 22 conference sessions in one day

The Investment & Technology 2006 conference –‘A New Paradigm in Funds Management’ – is to be held at the Sydney Hilton Hotel on February 7, with about 30 speakers covering 22 sessions in one day. A special half-day workshop on multi-manager management, conducted by Cerulli Associates, will be held the following day.