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People & Products
SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...
Financial planning
Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....
Financial planning
Tail winds help BTIM to sail to record full-year result....
People & Products
Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Financial planning
More Australian millennials trust financial service providers than those around the world, but few have seen retirement products targeted at them, an international study ...
Financial planning
Partners Group Global Value Fund accept on BT and Macquarie platforms....
Superannuation
People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...
Superannuation
Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...
Financial planning
BTFG’s Ascalon takes strategic stake in Morphic....
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
Financial planning
Prime Value Opportunities Fund achieves listing on BT Wrap platform....
Editorial
While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...
Financial planning
Standard Life Investments has had its Global Absolute Returns Strategy included on BT Wrap. ...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....