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WEALTH MANAGEMENT
People & Products
Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....
Funds management
New US research points to increasing use of mobile apps by wealth management clients....
Funds management
New US research points to increasing outsourcing among wealth managers looking to revamp and save costs....
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Editorial
The ‘variable annunity’ in vogue overeas is neither entirely variable nor an annuity – so what is it, and what could it do for Australian retirees? Andrew Barnett explain...
People & Products
ClearView Wealth has appointed Mike Pope and Elliot Singfield to the senior management team as it continues to build on its life insurance, wealth management and financia...
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Editorial
AMP Limited has turned in a solid full-year net profit on the back of improved performances across a range of divisions including wealth management and AMP Capital....
Editorial
Iress has reported a 5.1 per cent decline in statutory net profit to $39.2 million in its full-year results — but its wealth management business continues to attract stro...
People & Products
Wealth management group Centric Wealth has increased its focus on regional and interstate growth by adding two former Perpetual planners to its Canberra team....
Editorial
Wilson HTM Group has reported a net loss after tax of $2.3 million for the six months to 31 December 2012. ...
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
Editorial
Tom Keenan of iShares Australia examines some themes that may affect market outcomes in the year ahead....
Superannuation
Between limited licenses and auditor registration, it seems 2013 may see SMSFs experience more change more quickly than they ever have previously. ...
People & Products
Fidelity Worldwide Investments has appointed former Perpetual senior executive Eric Wang as chief operating officer in Australia....
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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...