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FUND MANAGER
Financial planning
June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...
Financial planning
Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...
Financial planning
The history of Glenhurst Corporation has mirrored the way the financial planning industry progressed during the nineties. First as a tied agent, then a multi-agent, it ha...
Financial planning
The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...
Funds management
Armstrong Jones has bagged New Zealand’s Morningstar fund manager of the year crown for the seventh year in succession....
Financial planning
The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...
Financial planning
Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....
Financial planning
There are a lot of benefits in being a small dealer. You don’t have a person showing up every few months from national office to talk about…. Well, you just don’t get a v...
Financial planning
Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...
Financial planning
Investment management software supplier DST International (DSTi) has picked up Melbourne based unit registry developer MaxTrak Technology for a sum described as “multi-mi...
Financial planning
Newly-sold fund manager MLC has paid $24 million for a 50 per cent stake in Thailand's Ad-vance Assurance....
Financial planning
Australian-based fund manager Perpetual Investments is planning a return to the New Zealand market after several years absence....
Financial planning
On April 4, US equity markets performed what can only be described as wild gyrations....
Financial planning
Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...
Financial planning
Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...
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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...