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Funds management
While India may not be the first port of call for fund managers looking to expand overseas, some managers are already looking to cement their fledgling positions there....
Financial planning
In an effort to attract clients who wish to invest into low risk schemes, Investors Mutual and South Australian based friendly society Lifeplan have launched a joint fund...
Financial planning
New Zealand equities, bonds and property are looking like attractive investments over the coming year, a Morningstar roundtable has found....
Financial planning
AMP remains Australia’s biggest retail fund manager while the BT Group is clawing back market share, according to the latest figures from Plan for Life....
Financial planning
New Zealand’s retail funds management industry suffered a slowdown in growth during the December 1999 quarter according to the latest IPAC market share report....
Financial planning
Last year, your money would have done better in bank vaults than in many other fixed interest securities. Zilla Efrat investigates whether it’s safe to put your toe back ...
Financial planning
The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...
Funds management
Members of major superannuation funds could be forgiven for thinking last year’s bull run passed them by as Australian pooled superannuation funds recorded their lowest r...
Financial planning
Australian shares have bounced back to become by far and away the best invest-ment sector in November....
Financial planning
The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...
Financial planning
US online trading falls in step with industry Online broking is showing its first signs of maturing in the US, with daily trades fal-ling for the first time in the three ...
Accounting
Accountants must lay to rest preconceived notions of financial services groups if they are to maker a dent on the financial planning business....
Funds management
Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....
Superannuation
As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...
Financial planning
European investors are becoming increasingly concerned at the high concentration of investment in telecommunication bonds....
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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...