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Financial planning
Pengana Capital and Barclays Global Investors are both stepping up their dealer group and platform focus with the appointment of a national distribution manager and a na...
Financial planning
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
Financial planning
Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...
Financial planning
Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...
Financial planning
Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
The most difficult element of advancing technology is getting people to adopt it. Greg Germon looks for the common thread to achieving user acceptance....
Financial planning
John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...
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Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....
Financial planning
Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....
Financial planning
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
Editorial
The Commonwealth Bank of Australia has attributed its 28 per cent rise in net profit for the financial year just ended to resurgent equity markets, improved general and l...
Financial planning
Advice group Benwest Investment Services has teamed up with Lifestyle Financial to create the Boutique Group, a new co-operative offering back office services to small in...
Financial planning
Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...
Financial planning
Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...