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FUNDS MANAGEMENT BUSINESS
Funds management
Trust Company is aiming to increase its market presence by expanding the external distribution of its Australian equity products following the appointment of former Perpe...
Financial planning
The Garrisons financial planning groups and the Synergy master trust businesses will be split and run separately as the result of ongoing restructuring occurring within t...
Financial planning
First State Investments has made the first official move to establish a presence in China, with its Chinese funds management venture lodging an application with the Chine...
Financial planning
Equity Trustees will consider the roll out of a self-managed superannuation funds administration package in a bid to boost its superannuation business....
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
Westpac wealth management group executive David Clarke yesterday confirmed what the financial services industry had long guessed ? the Sagitta name will be dropped in fav...
Financial planning
The Wilson HTM group is set to stay on the acquisition trail it started with the purchase of BNP Paribas’ Australian asset management business, confirming it is currently...
Financial planning
The head of Macquarie Adviser Services, Tim Farelly, will take a six month break from the industry after Macquarie Financial Services Group (FSG) announced a major restru...
People & Products
The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...
Funds management
The Commonwealth Bank has relied heavily on its funds management business to post an 11 per cent increase in its net profit to $2.7 billion today....
Financial planning
Some of the smaller players in the funds management business are recording the most impressive growth in fund inflows, with the latest market share report from Assirt sho...
Financial planning
Australian Unity is to set up its own financial planning arm, with Garrisons providing the back-office support....
Financial planning
Rothschild Australia Asset Management will operate as an independent entity under the deal to combine its funds management business with Westpac Bank to create a new orga...
Financial planning
Research house InvestorWeb has place notice stating that all Rothschild funds were ‘under review’ after the group’s recent announcement that it would merge its funds mana...
Financial planning
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
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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...