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Funds management
As the financial services industry heads into a new year a backward glance at 2003 shows that while it may have been the Year of the Horse, it was also the Year of the Bo...
Funds management
Daring to be different can pay dividends for boutique managers, but there is no easy formula for success, FREYA PURNELL discovers....
Financial planning
Macquarie Funds Management (MFM) has appointed a new national sales manager to steer its push into the retail market following the announcement back in March it would cre...
People & Products
Infrastructure and alternative investment manager Hastings Funds Management has announced its director private equity Tim Poole will head the group next year following a ...
Funds management
Russell Investment Group has announced two management changes to the structure of its $2.8 billion Australian Shares Fund....
Financial planning
The Sealcorp-owned advisory group Securitor will extend its services into estate planning and enhance the research it offers to advisers in the area of alternative invest...
Financial planning
BT Financial Group has appointed a new national manager to drive the development of its wrap business....
Financial planning
InvestmentLink will now integrate the first full service wrap into its e-Portfolio service, with Netwealth’s wrap to be offered through the hub....
Financial planning
ABN Amro yesterday completed taking a 50 per cent stake in alternative investment firm Absolute Capital four months after the two groups entered into exclusive talks to f...
Financial planning
Zurich Financial Services Australia announced today it has introduced Deutsche Asset Management’s Australian Equities Alpha process for its diversified funds, and formed ...
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
Financial planning
The Australian Securities and Investments Commission (ASIC) director of FSR licensing Pauline Vamos has announced her departure from the regulator following the implement...
People & Products
Former Bridges Financial Services managing director David Bleakley will join ING as the RetireInvest board chair, Tandem director and chair of the Investment Selection Co...
Financial planning
BT Financial Group has retained two major clients to its wrap and averted outflows of over $2 billion following the renewal of agreements with Associated Planners Financi...
People & Products
Count Financial chief operating officer Marianne Perkovic has been appointed to the group’s Board, taking over the seat vacated by director and deputy managing director K...
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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...