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The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....
In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...
Professional Investment Services (PIS) has seen its plan to buy 50 per cent of a US dealer group fall through after negotiations faltered during the due diligence process...
Deakin Financial Services is set to push ahead with its dramatic growth plans after the release of its much awaited in-house wrap service, Deakin Smartplan, later this we...
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Mercer Investment Consulting has replaced Towers Perrin as asset consultant for Colonial First State’s (CFS) flagship master trust, FirstChoice....
The Financial Planning Association (FPA) is preparing to sign off on its own solution to provide professional indemnity (PI) insurance cover to its members....
A Queensland based financial planner has lodged an official complaint with the Australian Prudential Regulation Authority (APRA) alleging the MLC owned Flexiplan master t...
Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....
Binding death nominations virtually eliminate the need for trustees to make decisions in relation to death benefits, but they are not without their complications. Kathryn...
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...