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Financial planning
Macquarie has appointed specialist emerging markets debt manager BlueBay to its list of fixed interest managers....
Financial planning
Nearly half of the women aged 45 to 64 are investing in assets over and above their super to save for their retirement, according to a survey by Commonwealth Financial Pl...
Financial planning
Investors looking for high yields over a long period of time have been encouraged to examine the energy transmission and distribution industry to help satisfy their needs...
Financial planning
Superannuation fund returns continued to defy precedent, with average returns this month taking the annual returns up to October 2006 to 13.8 per cent, up from 10.7 per c...
Financial planning
The average multi-manager fund outperformed Australian shares – relative to the S&P300 Accumulation Index – only 71 per cent of the time over rolling one-year periods up ...
Financial planning
The cost of retail funds are on average up to $887 more expensive than industry funds, according to a new research report on super fees and charges from ASIC....
Financial planning
Mortgage broker Goldram Financial Services has entered a joint venture with Clark Pacific Financial Services to expand its financial planning offering to clients....
Superannuation
Financial planners are now involved in instigating more SMSFs than accountants, according to a new IFSA/Investment Trends survey of the sector....
Financial planning
Almost two-thirds of working Australians with a mortgage have no income protection insurance, according to new research from Mercer Wealth Solutions....
Financial planning
IWL Limited has reached a significant milestone, announcing this week that its Portfolio Solutions division branded as Echelon Portfolio has surpassed $5 billion in funds...
Financial planning
Maple Brown Abbott PST headed up Mercer Investment Consulting’s balanced funds performance survey for the first 2005-06 quarter, returning 4.2 per cent or 1.2 per cent ov...
Financial planning
Count Financial has declared its intention to grow its Earnings Per Share by 25 per cent in 2007 but has also signalled its profit growth for the upcoming year may not be...
Funds management
NAB has found itself running against profit trends, with its wealth management division failing to deliver a significant increase in earnings to contribute to the bank’s ...
Editorial
Westpac’s wealth management business represented a key driver for its record $3.071 billion profit announced today....
Financial planning
The growth of St George Wealth Management accounted for a significant proportion of St George Bank’s record $1.026 billion annual profit, according to Asgard chief execut...
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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...