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Financial planning
The Prudential Insurance Company of America will change its name following a move by the group to push further into the financial services marketplace....
Financial planning
Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...
Financial planning
Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock....
Funds management
Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock...
People & Products
Deutsche Morgan Grenfell director of marketing and client service Chris Ryan will take on the role of head of business development in asset management with ANZ Funds Mana...
Financial planning
US-based online financial services giant Charles Schwab and Barclays are to create create an online foreign exchange where Schwab investors outside the US can buy and sel...
Financial planning
Deutsche Bank has merged its asset management and private banking divisions in Australia to create a new group that will service both the wholesale and retail mar-kets....
Financial planning
Macquarie Investment Management (MIM) has lost two key members of its investment team with the resignations of Rochelle Hall and Russell Maddox after four years with the ...
Financial planning
Table: The All Ords at the end of 2000 Macquarie Bank’s Greg Matthews 3100 Ord Minnett’s David Cassidy 3200 BT Funds Management’s Michael Coop 3300 JB Were’s Jus...
Funds management
JB Were and Son has consolidated and rebadged its asset management arm in a bid to reflect the increasing amount of new retail business flowing into managed funds...
Financial planning
US mutual funds will have some more work to do as part of their roll out in re-sponse to the capital gains tax (CGT) provisions incorporated in the Ralph Review....
Financial planning
US mutual funds still have their work cut out for them before they roll out their fund offering into the Australian market....
Financial planning
High profile financial planner Garry Avis has joined up with well-known superannuation consultant Robert MC Brown and Darryl Pike to set up Bridgeport Advisers & Asset Ma...
Financial planning
In the past year, a number of Australians have left their posts at financial services groups to set up on their own. But a recent court case in the US shows the kind of d...
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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...