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It is funny how often things come full circle in the financial services industry. The latest example is what can be increasingly seen as a trend amongst Australia’s major...
The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...
Compulsory choice of funds in superannuation is not only a contradiction in terms but will also be defeated if investors chose to use a default fund, which is usually an ...
Industry research group Rainmaker Information is looking for the best marketers in the industry and is inviting nominations for its inaugural Marketing Excellence Awards,...
The back-to-basics push in Australia’s master trust industry is set to continue with the launch last week by ING Australia of its OneAnswer platform....
The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...
Independent financial advisors (IFAs) in Britain are set to snatch more than 50 per cent of the local retail funds management market by 2006, in spite of legislation to d...
Challenger International has attributed a 24 per cent rise in year-on-year profits to an increase in sales of annuity and funds management products....
Up to 160 of ING’s financial advisers remain uncertain about their future within the Dutch giant after it completed the restructure of its financial planning businesses w...
There is a saying that old advisers never die, they just re-write their life insurance policies....
Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...
In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...
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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...