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Financial planning
Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) is distancing itself from the broader financial planning industry in terms of underwriting risk as it em...
People & Products
Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...
Editorial
Talk of managed funds hubs has gone on for more than three years but a system is not yet in place. Ben Abbott asks the remaining players if it will ever become a reality....
Financial planning
Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....
Financial planning
Financial planning software provider Syscorp has signed a deal with US-based Advent Software to provide local client support and consulting to the global group’s Australi...
Editorial
The Australian Stock Exchange (ASX) has announced a profit of $57.8 million for the year ending June 30 2003, slightly down on last year’s profit of $59.1 million, follow...
Editorial
The newly listed Promina Group has revealed a $135 million profit after tax for the six months to June 30, with its financial services businesses performing in line with ...
Financial planning
Clients may be facing “poorer” and “fragmented” advice on superannuation fund structures under the Financial Services Reform Act (FSRA) if accountants are unable to give ...
Financial planning
AMP chief executive Andrew Mohl is confident of a slow but steady return to glory for the financial giant, and is now hoping for a boost to investor confidence following ...
Financial planning
Master trust provider Strategic Investments will change its name to Finium Financial Services as part of a relaunch designed to distance itself from other groups and emph...
Financial planning
One of Ausbil Dexia’s five original founders, Winston Sammut, has sold his 8 per cent stake in the boutique firm to its joint venture partner, Dexia Asset Management (Dex...
Financial planning
The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...
Editorial
The Commonwealth Bank has posted a net profit after tax of $2.012 billion, a drop of 24 per cent from last year, with funds management doing little to boost the bank’s re...
Superannuation
More work on retirement income policy is needed if the living standard expectations by the next generation of retirees are to be met, according to a major policy statemen...
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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...