David Chaplin

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Financial planning

07 Sep

Online funds attracts more business

Australian investors are increasingly turning to the internet to buy managed funds according to head of the National Australia Bank (NAB) owned on-line investing service,...

Financial planning

05 Sep

CBA sales drives new life company

ASB Bank has announced plans to merge the life businesses of Sovereign and Co-lonial New Zealand creating the country’s largest life company with $460 million of annual p...

Financial planning

04 Sep

Deutsche Asset Management strengthen team

Deutsche Asset Management (DAM) has appointed Andrew Fay as chief invest-ment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his U...

Financial planning

01 Sep

Fiducian float oversubscribed

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

Financial planning

31 Aug

The Client – Clients: what do they think of us now?

Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....

Policy & Regulation

31 Aug

States holding up tax reform

High-taxing State governments could be clawing back some of the benefits provided by the Federal Government tax reforms according to Rod Atfield, head of Mercantile Mutua...

Financial planning

31 Aug

Skandia to enter Oz market

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

Financial planning

31 Aug

APRA acts on super

The Australian Prudential Regulation Authority (APRA) will appoint a statutory approved trustees (SAT) to thousands of DIY super funds as new regulations come into force....

Financial planning

31 Aug

Unknown road for Merc advisers

Financial planning groups, Bleakleys and Advisor are undergoing a major restructure that could see the two merging and a number of the practices spinning off into other g...

Funds management

31 Aug

Funds management industry reaches maturity

There is “little room for error” left in the Australian funds management industry according to a new report which says the industry is rapidly reaching maturity...