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Financial planning
Zurich Financial Services Australia is set to lose a key executive with the resignation of investment management and life risk business head Peter Delprado, who will depa...
Financial planning
Style neutral investment group Ausbil Dexia co-founder Michael Wilson has announced his retirement from the firm seven years after its launch through a joint venture betw...
Financial planning
Former AMP-owned HHG is closing its global financial planning operations, Towry Law International (TLI), to new business due to the tough market conditions faced by advi...
Financial planning
ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity manager...
People & Products
Boutique property fund manager MacarthurCook Investment Management has completed the second part of an executive search commenced last year for two senior staffers, with ...
Financial planning
International rating and investment data group Standard & Poor’s (S&P) has granted its first Australian fund ‘AAA’ rating to Colonial First State FirstChoice Investments’...
Financial planning
Boutique property fund manager MacarthurCook Investment Management has responded to suggestions by research house Lonsec that its $70 million industrial property trust ha...
Financial planning
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Editorial
Difficult investment markets inspire the search for simplistic solutions. Dominic McCormick says it’s time for a more sophisticated approach....
People & Products
HSBC Asset Management Australia has appointed a new head of Australian equities, Robert Hook, four months after the departure of previous equity head and chief investment...
Financial planning
The new head of retail at JB Were Investment Management (Were), Gordon Thoms, has rejected any moves to become a platform provider and says the group would look for new o...
Editorial
The poor performance of many developed international share markets over the past few years has strengthened the case for investors to allocate a greater proportion of the...
Financial planning
452 Capital, the boutique funds management operation started by ex-Perpetual senior analyst Peter Morgan, will refrain from taking on any further large-scale clients for ...
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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 ...