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Financial planning
Planning practices have been urged by the Financial Planing Association (FPA) to appoint a ‘conflicts officer’ in order to comply with new regulations, but the associatio...
Financial planning
Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....
Editorial
Higher advisory software revenues as a result of new software sales has helped IWL to a 50 per cent increase in first half earnings over the corresponding period last yea...
Editorial
A booming Australian share market and strong growth in financial planning and wealth management products have resulted in a welcome boost to the bottom line of AXA Asia P...
Funds management
Performance may be king for boutiques, but they will always remain small fry unless they can secure distribution. John Wilkinson spoke to some of the more successful bout...
Financial planning
Commonwealth/Colonial Group, Macquarie Bank and AMP continue to hold the highest value in total investment management, but AXA has reported the largest growth in funds fo...
Funds management
Equipping researchers and investment committee members from dealer groups, platforms, super funds and research houses with the knowledge and insight required to understan...
Financial planning
UK heavyweight financial services provider Standard Life has signed a six-year contract with First NZ Capital (FNZ) to deliver a wrap service to the independent financial...
Financial planning
Direct investment company Explorer Group has taken a strategic stake in boutique fund manager Above the Index Asset Management and gained the services of industry stalwar...
Financial planning
The Advance Concentrated Australian Share Fund, managed by boutique firm MIR, is now available on the Asgard, BT and Macquarie wraps....
Editorial
The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...
Financial planning
The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....
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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...