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Financial planning
There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...
Financial planning
Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...
Financial planning
MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....
Financial planning
Financial planners who work for the Commonwealth Bank’s operations in Hong Kong will now operate under Canadian insurance company Sun Life....
Financial planning
A repeat of the changes in funds under management seen during the March quarter will elevate Macquarie Bank to Australia’s largest asset manager, knocking Commonwealth Ba...
People & Products
The Commonwealth Bank has appointed Air New Zealand boss Ralph Norris as its new chief executive, after David Murray confirmed his retirement today....
Financial planning
Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
Financial planning
Goldman Sachs JBWere has outsourced its platform and portfolio services to Avanteos as part of a review of its total service provision to its core Private Clients busines...
Financial planning
Macquarie Funds Management has appointed Lloyd Alty as head of research for its cash, fixed interest and currency division, filling a role left vacant for the past six mo...
Financial planning
St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....
Financial planning
Colonial First State will not be renegotiating its exclusive distribution deal with 452 Capital from the position of strength it may have hoped for, following yesterday’s...
Financial planning
Former InvestorWeb executives Toby Potter and Paul Collins have turned up at Model Portfolios, a new administration service for individually managed accounts....
Financial planning
Set for a fresh dash down the acquisitions path, listed non-aligned dealer group Fiducian Portfolio Services today announced a shake-up of its distribution team....
Financial planning
Perth-based dealer firm Western Pacific Financial Group will become almost exclusively owned by its collective of financial advisers after divesting two group holdings to...
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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...