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FUNDS MANAGEMENT
Editorial
Stock market analysts and the media often discuss the next opportunities in sectors of the Australian market. Stuart Engel asks whether they may be missing the point. S...
Financial planning
Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...
Financial planning
Advance has built a name for itself as a consistent performer as a value manager. But all that is about to change, writes Stuart Engel. ...
Financial planning
Financial planners and investment professionals are advised to examine their professional indemnity insurance policies under new light shed by the Financial Services Refo...
Editorial
Financial services has always been a solid bet for making big money in terms of salary and the funds management industry has confirmed that in the 2001 Hays Salary Survey...
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
Financial planning
Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...
Financial planning
Perpetual Investments managing director Rodney Green has stepped down amid a major restructure of Perpetual Trustees...
Financial planning
Fiducian Financial Services, a subsidiary group of Fiducian Portfolio Services, is on the verge of signing up 11 financial services franchises in the next few days....
Financial planning
While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...
Financial planning
Investec is on the hunt for funds management and stock broking acquisitions following its purchase of investment bank Wentworth Associates for an undisclosed sum....
Editorial
While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...
Financial planning
ANZ has outsourced its Australian equities investment management to Allianz Asset Management....
People & Products
Former County executive Paul van Ryn has signed up with Challenger as head of fixed interest within its funds management subsidiary Challenger Portfolio Management....
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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...