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Financial planning
Investment and advisory boutique Grange Securities is planning to expand its wealth and asset management services following its acquisition by global investment bank Lehm...
Financial planning
Financial planning software provider IWL has posted record operating earnings for the half year to December 31, 2007, smashing last year’s record half-year earnings perfo...
Financial planning
After six months of preparations, Bravura Solutions and Nucleus Financial Group have launched an industry first wrap initiative in the UK....
Funds management
Co-manufacturing of investment products and the formation of new strategic partnerships with boutique fund managers will play a key role in Challenger’s efforts this year...
Financial planning
The Federal Government has given its approval for the proposed acquisition of the Promina Group by Suncorp Metway to proceed....
Financial planning
Applying traditional large cap modelling processes to the small cap sector is the competitive raison d’etre of emerging small cap boutique Indian Ocean Rim Asset Manageme...
Financial planning
Specialist fixed income and currency manager Julius Baer Investments Limited has been acquired by a group of managers and employees of holding company Julius Baer Holding...
Policy & Regulation
The Mariner Mortgage Trust has passed the $100 million mark in funds under management, after experiencing growth of 152 per cent in 2006....
Financial planning
The Macquarie Office Trust has received a $US75 million increase in the value of its assets after an independent revaluation of seven US properties in the portfolio....
Financial planning
IOOF Holdings chief executive Ron Dewhurst has announced he will resign at the end of his third year in the role in April....
Financial planning
The exporting of financial services is set to play a more prominent role for the Australian market in 2007, according to a senior executive at a leading financial service...
Financial planning
Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid cate...
Financial planning
Wholesale wrap platform provider Avanteos is claiming a victory after being named a leader in the third annual Investment Trends Platform Report....
Funds management
China represents a vast untapped market for the funds management industry as it begins to address the funding of its national social security system, according to the chi...
Financial planning
In claiming it’s ‘good with people’, St George Bank has put its money where its mouth is by offering a set of new industry-leading staff benefits aimed at promoting a sen...
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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...