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Financial planning
Rural Funds Management has launched a new unit trust, the RFM Chicken Income Fund, which will invest in chicken meat production....
Financial planning
Australia’s 40 registered life insurers have increased the total assets held collectively by nearly three per cent to $181.5 billion but lost out heavily on new premium i...
Financial planning
Socially responsible investment (SRI) managed fund assets have grown 625 per cent over the past three years to a sum of $2.4 billion as at June 2003, according to a bench...
Financial planning
Platform provider Asgard has announced it will give fee discounts of up to 32 per cent for linked family accounts....
Financial planning
The bond market has replaced equities as investment portfolio underachievers over the last quarter, a turnaround after having outperformed shares consistently over the pr...
Financial planning
Russell Investment Group has appointed boutique investment manager Orion Asset Management to the Russell Australian Shares Fund, reducing the mandate weightings of Allian...
Financial planning
Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...
Financial planning
Industry superannuation funds led the broader bounce back in superannuation assets under management for the June 2003 quarter, after posting an 8.5 per cent rise or $4.4 ...
Editorial
Australian Unity is to double the size of its financial planning business and launch a new superannuation administration service by the end of October despite reporting a...
Financial planning
Australia has overtaken Italy when measured by total managed fund assets, putting it in fourth place worldwide behind the United States, France and Luxembourg....
Financial planning
The level of investment in managed funds and shares have fallen to their lowest level since early 2000 despite recent market rises, with Australians preferring to continu...
Financial planning
Capital Alliance Holdings Australia (CAHA) confirmed its $83.75 million acquisition of Lumley Life yesterday after having signalled its intent to purchase the group in la...
Financial planning
Colonial First State Investments has confirmed it has had discussions with “all relevant entities” regarding its concern over the sale of the Lend Lease US Office Trust t...
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Financial planning
Investors who lost their nerve and switched from equities to cash back in March have missed out on an equity market spike, leaving them 20 per cent worse off....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...