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Financial planning
Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...
Financial planning
Women are more inclined to seek professional advice than men when making investment decisions, while the latter rely more than females on newspapers and magazines accordi...
Financial planning
Westpac chief executive David Morgan will deliver an upbeat assessment of BT Financial Group to an Australasian investment forum in New York this week....
Financial planning
BT Financial Group has appointed the seventh and last member of its Investment Management Selection Group, former Intech senior portfolio manager Chris Thompson....
Financial planning
BT Financial Group’s no-frills wrap, Wrap Essentials, has undergone one of its largest menu expansions since its inception, adding 14 new funds to its list of investment ...
Financial planning
BT Financial Group has revealed that new chief executive Rob Coombe, who officially steps into the role today, will earn an annual base salary of $600,000, but could earn...
Financial planning
Australian growth orientated superannuation funds delivered the best returns for nine years in 2004, but the good times aren’t expected to keep on rolling according to In...
Financial planning
Three years of uncertainty at the Deutsche Asset Management international equities division has come to a head, with Assirt placing its Global Select Fund 'on hold' follo...
Financial planning
Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....
Financial planning
Equities are back and like clockwork so is investor interest, with investors returning to shares from defensive asset classes such as property and cash after the exodus o...
Financial planning
Advance Asset Management has turned to boutiques to provide the investment expertise in its new small companies fund after its existing fund in the sector was partly clos...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
AMP Financial Services has re-jigged the investment management line up for its major super and retirement platforms....
Financial planning
A former tax agent, accountant and financial planner has been jailed for six-and-a-half years in the Western Australian District Court after being found guilty of tax fra...
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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....