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St George Bank branches have begun to refer financial planning clients to advisers within the Securitor dealer group in rural areas where clients have no access to salari...
The general manager of RetireInvest, David Phelan, will leave the group at the end of this week, bringing to a close nearly seven years with the group....
What use is past performance in predicting the future? Deirdre Keown reports....
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
MLC has outlined a number of changes to its Flexiplan investment platform including renaming it to MasterKey Custom, changing the fee structure, expanding the investment ...
Macquarie Funds Management will shift its investment style from Growth at a Reasonable Price (GARP) to style neutral in its Australian equities portfolios resulting in th...
Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....
Trust general manager funds management Jeremy Edmonds will leave the company following restructuring as a result of the merger of Permanent Trustees and Trust Company of ...
UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...
The Australian Stock Exchange (ASX) has dropped its plans to develop FundConnect, its version of a managed funds transaction hub saying the return on investment was uncer...
Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...
The savings industry in New Zealand is reaching out to the broader business community in an effort to provide the Government with a savings policy....
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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...