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CHIEF EXECUTIVE
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
Rate the raters
After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....
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
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 ...
Financial planning
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
People & Products
ING Australia has lost its executive director of advice Tony Hartley with chief executive Paul Bedbrook swiftly announcing senior executive Colin Morgan as his replacemen...
Financial planning
Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...
Financial planning
Multi-manager Russell Investment Group has struck a deal worth an initial $180 million with financial planning dealership Australian Financial Services to manage its supe...
Financial planning
Two of the industry's largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
Two of the industry’s largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...
Funds management
The real estate arm of Macquarie Bank, Macquarie Property, has struck a deal with Ochtar Capital Partners to launch an investment company focused on private equity real e...
Financial planning
UBS Global Asset Management is the latest investment manager to lose key small cap personnel after the loss of its emerging companies fund portfolio manager Michael Cowin...
People & Products
Tower Australia-owned risk advice dealer Pivotal Financial Services has a new head following former head of financial planning at Trust Company, Steve Murray, joining the...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...