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Financial planning
Rivkin Financial Services is set to announce a change of name and business activities after Jordan and Shannon Rivkin, sons of embattled entrepreneur Rene, retired from t...
Financial planning
AMP is confident of a reversal of fortune following last year’s $5.5 billion loss, announcing today a renewed commitment to regional wealth management and flagging allian...
Editorial
It was a year of acquisitions for Investor Group, driving up adviser numbers for the independent dealer in 2003....
Financial planning
The Australian Stock Exchange (ASX) has appointed a new managing director and chief executive officer in light of the scheduled retirement of incumbent ASX chief Richard ...
Editorial
AXA Asia Pacific’s recent acceptance of some harsh home truths now appear to be bearing fruit with the group announcing an almost doubling to $537 million of its after ta...
Funds management
IOOF retail funds management general manager Jarrod Brown has boosted his team with the appointment of ANZ Managed Investments executive Andrew Polson into the role of he...
People & Products
Australia’s largest ethical investment manager, Hunter Hall Investment Management is set to lose its chief investment officer to a large institution and potentially impac...
Funds management
Rivkin Financial Services, established by the embattled Rene Rivkin, is set to establish a funds management arm after having its application approved in principle by the ...
Financial planning
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
Financial planning
Financial services training and education provider Tribeca has flagged a two-tier growth strategy at its annual general meeting today that will see it continue to exploit...
Financial planning
Investor Group has reached an in principle agreement to purchase Queensland accounting and financial planning business TCM Partners, rounding off a year of acquisitions f...
Financial planning
Australian Unity has broken through the $2 billion funds under management (FUM) figure for the first time, on the back of a jump in inflows early this year – up 100 per c...
Financial planning
Count Financial expects to post an operating profit of $10 million for the 2003/04 financial year in line with its 30 per cent per annum growth over the past five years....
Funds management
The Commonwealth Bank is anticipating the growth in its wealth management division to exceed that within its traditional banking divisions going forward, providing justif...
Financial planning
Investor Group has flagged a continued growth push through acquisition of financial planning businesses - a move which follows on from its recent purchase of nine adviser...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...