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Financial planning
Norwich Union and CGU are to merge to form CGNU, the biggest British insurer, worth STG19 billion ($48.69 billion) and strong enough to compete on the interna-tional stag...
Financial planning
Recently formed Australian investment company Castle Capital Management has formed an alliance with European specialist fund manager Kempen Capital Man-agement (UK)....
Financial planning
Former Godfrey Pembroke chief executive John Godfrey is in high level discus-sions with media identity David Koch on the possibility of forming an alliance....
Financial planning
Morningstar Australia will soon be on the web. The front end of its “moms and pops” site will go live in March while its on-line offering to advisers will be avail-able l...
Financial planning
Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....
Financial planning
Perennial Investment Partners has formed a new subsidiary to offer value-style management in equities and has already attracted $50 million the new fund....
Financial planning
The chief executive for the Australian operations of Norwich Union, James Mac Kenzie says he will be leaving the group at the end of February with speculation he will hea...
Financial planning
The Financial Planning Association’s (FPA) complaints resolution scheme is to be rolled into the operations of its only competitor....
Financial planning
The Financial Planning Association’s (FPA) complaints resolution scheme will be rolled into the operations of its only competitor under a deal announced late yes-terday....
Financial planning
TD Waterhouse will lift its profile in the Asian region with alliances in India and Ja-pan offering online trading and financial services....
Financial planning
Mercantile Mutual has embarked on an aggressive growth strategy for its financial planning business....
Financial planning
Swiss Re, one of the biggest reinsurance groups in the world, has purchased US-based Underwriters Re, the property and casualty reinsurer of Alleghany Corp, for $US725 mi...
Financial planning
National Mutual has indicated it will continue to expand rapidly in Asia, following its acquisition of a controlling interest in the Japan-based life company Nippon Danta...
Financial planning
From a rocky start six years ago, the Colonial Partners is paying dividends for its parent group. John Wilkinson traces the trailblazing path left by one of the first pla...
Financial planning
Institute of Actuaries executive director Jock Rankin is not renewing his contract when it expires in January next year....
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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 ...