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Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
Perennial Asia has received a five star rating from Morningstar for its wholesale IOOF/Perennial Asia Equities Trust....
Financial planning
Assirt Research has lost two more staff following the resignation of its head of data, Phil Waterfall and project manager and investment analyst, Tim Bowring....
Financial planning
Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O'Brien into a newly created director retail sales and marketing role....
People & Products
AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...
Financial planning
Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...
Financial planning
Vanguard Investments has tweaked the composition of the ASX200 Index by excluding listed property trusts to form the basis of a new Australian share fund which aims to de...
Financial planning
Mercer Investment Consulting head of research for retail products Chris Durack has been snared by Perpetual Investments to take on a new role covering research relationsh...
Financial planning
Goldman Sachs JBWere has realigned its marketing division as part of a move by the group to focus more on product and trade promotion rather than advertisement of the rec...
Financial planning
Mercer Investment Consulting (Mercer IC) has added an intermediary expert to its retail team working with dealer group and master trust clients....
Financial planning
Macquarie Bank has announced a 48 per cent rise in profits buoyed by a 61 per cent increase in international income, but warns that the next twelve months may not be as r...
Financial planning
Glebe Asset Management general manager equities, James McSkimming, has resigned from his position after 17 years with the group, resulting in a ratings downgrade from Inv...
Financial planning
Van Eyk Research is steadily expanding resources within its research and iRate online desktop tool divisions with the announcement of two new appointments today....
Financial planning
Invesco Australia is embarking on a recruitment search to replace two senior executives following the imminent departure of its head of sales and marketing Peter Hodgson ...
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Podcast
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 ...