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Financial planning
BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....
Financial planning
Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...
Financial planning
PERPETUAL Investments has delayed listing two of its wholesale funds on Sovereign's AEGIS wrap account following a procedural glitch....
Financial planning
Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....
Financial planning
Colonial First State is looking on target for another strong performance year, fol-lowing two consecutive years as Money Management’s Fund Manager of the Year....
Financial planning
ASB Bank has announced plans to merge the life businesses of Sovereign and Co-lonial New Zealand creating the country’s largest life company with $460 million of annual p...
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....
Editorial
There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...
Financial planning
The Commonwealth Bank has looked to its New Zealand subsidiary, ASB Bank, for its new head of International Financial Services (IFS)....
Financial planning
Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...
Financial planning
NRMA has rolled out a new income protection policy which makes use of agreed value and indemnity contracts within the same policy....
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund man-ager’s Morningstar overall rating to three stars....
Financial planning
Media/telco alliances with banks will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorWeb managing director Otto Butula...
Financial planning
The vast majority of Australia’s 12 million superannuation fund members will be smiling when they receive their superannuation statements in the next few weeks....
Financial planning
Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....
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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...