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PROPERTY
Financial planning
Rothschild Australia Asset Management is set to enter into three new strategic alliances that will see it outsource its global fixed interest, global listed property and ...
Financial planning
Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....
Financial planning
Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...
Life/Risk
Not since Desert Storm a decade ago has the insurance industry had to seriously consider warlike activities, let alone a disaster of the nature that occurred in the alleg...
Financial planning
Challenger International has managed to secure record revenues of $351.3 million in the September quarter of this year, despite the uncertainty pervading world equity mar...
Financial planning
High net worth client financial planning and dealer group Charterbridge Davey has shed its finance broking division and is planning to offload its property trust arm in a...
Funds management
Suncorp Metway is set to dispose of its stake in the Suncorp Balanced Property Fund as part of a restructure of its property holdings designed to reduce the proportion of...
Editorial
When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...
Financial planning
Geoff Rimmer is not your typical managing director. Sure he has the towering sky-scraper office building in Sydney’s CBD, a keen business sense and good head for figures....
Financial planning
Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...
Financial planning
More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....
Financial planning
Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...
Funds management
Listed property returns have exceeded the All Ordinaries over the last two decades with much less volatility, according to Credit Suisse Asset Management investment manag...
People & Products
The Commonwealth Bank’s head of Australian Financial Services, John Mulcahy, is likely to become the next chief executive of the St George Bank, according to a report by ...
Financial planning
Financial services dealer group Financial Services Partners (FSP) is set to unveil a new distribution platform that will extensively expand both the breadth of its produc...
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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...