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Financial planning
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
Editorial
Trans-Tasman financial services firm Promina Group improved profits by more than 50 per cent for the 2004 financial year after reporting a net profit of $204 million - a ...
Financial planning
National Australia Bank has finalised its new executive line-up, just two weeks after appointing ex-Citigroup boss Ahmed Fahour as chief executive officer, by signing-up ...
Financial planning
National Australia Bank has added four new non-executive directors to its board only days after signing up two new executive directors....
People & Products
Private investment firm Investec Bank has snared Ernst & Young boss Brian Schwartz as its new chief executive officer, replacing Geoff Levy who becomes the chair-elect of...
Financial planning
Corporate credit rating and investment grading agency Rapid Ratings has struck a deal with the Securities Investors Association of Singapore to distribute its equity and ...
Financial planning
It has been six months since chief executive officer Kerrie Kelly began the structural makeover of the Financial Planning Association (FPA) and at last count the number o...
Financial planning
The Financial Industry Complaints Service has launched a new alternative conciliation system and appointed two full-time panel chairs in response to a jump in the number ...
Financial planning
Tower Australia has rolled out an online medical tracking tool for its risk advisers and has also struck a deal with Australian Income Protection to offer group insurance...
Financial planning
John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...
Financial planning
BT Financial Group has delivered the strongest indication to date it plans to launch a new dealer group, with the Westpac Bank-owned fund manager signing-up former Retire...
Financial planning
National Australia Bank has confirmed the appointment of former Citigroup chief executive Ahmed Fahour to the newly created role of chief executive officer Australia and ...
People & Products
Deutsche Asset Management has appointed its acting head of retail distribution Alan Miller formally into the role five months after the departure of Bruce Murphy, who lef...
Financial planning
Australian Financial Services has struck a deal with consultative firm the Encore Group to develop a practice management program exclusive to AFS advisers....
Financial planning
Rivkin Financial Services stakeholders continue to jostle for control with talks of mergers and takeovers rife and corporate raider Farooq Khan calling on the dismissal o...
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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...