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Editorial
LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....
Financial planning
Advance Funds Management has signed an exclusive deal with the US based Mellon Global Investments to provide its products to the market in a sizeable retail expansion for...
Financial planning
Mariner Financial yesterday lodged prospectuses with the Australian Securities and Investments Commission (ASIC) for two new versions of its recently launched Lifestyle B...
Financial planning
Fledgling boutique financial services group Mariner Financial has further bolstered its ranks with the appointment of a technical services manager following, a move that ...
People & Products
Fledgling boutique financial services group Mariner Financial has bolstered its ranks with the appointment of a chief financial officer and another business development m...
Financial planning
Mariner Financial has launched its anticipated Mariner Lifestyle Bonds product, making it the first product to come out of the group’s stable since its formation in May l...
Funds management
Barclays Global Investors (BGI) has kicked-off an absolute return fund - the Barclays Global Markets Fund - after identifying demand from financial planners for an ‘all w...
Financial planning
Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...
Financial planning
Some investors are unaware of the risks associated with debentures and unsecured notes, says Margaret Callinan....
Funds management
OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....
Editorial
Conventional portfolios have largely failed retail investors and financial planners need to reconsider incorporating a fuller range of appropriate investments, according ...
Funds management
Australian equities were the stand-out performer when compared to other asset classes in the month of October, after the S&P 200/ASX finished up 3.2 per cent....
Financial planning
The bond market has replaced equities as investment portfolio underachievers over the last quarter, a turnaround after having outperformed shares consistently over the pr...
Financial planning
Financial planning business management group Customer Acquisition and Retention Management (CARM) formally launched its web-based Guided Planning System (GPS) today....
Financial planning
Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...
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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...