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FUND MANAGER
Financial planning
Over the past decade, education has become the order of the day in the United States-defined contribution (401-k) market with retirement responsibility swinging from empl...
Financial planning
National Mutual's rebranding as AXA has been highly successful and the revamped company is now poised for growth, according to New Zea-land chief executive Ross McEwan....
Financial planning
The Australian sharemarket's appetite for large companies with strong growth prospects appears to be diminishing....
Financial planning
IOOF is planning to double funds under management to $6.1 billion in the next three year with the launch of its new separate boutique funds management arm, Perennial Inve...
Financial planning
Perth-based Guardian Funds Management plans to take the $10 billion private mortgage market to advisers with the launch of a new asset class....
Financial planning
Count Wealth Accountants managing director Barry Lambert says rumours the group is looking to float on the Australian Stock Exchange are exaggerated, saying it is just on...
Financial planning
A cheaper way of reaching rural advisers around Australia has been launched by AM Corporation with its Internet conferencing service. The service, claimed to be a first f...
Funds management
IOOF is planning to run its fund management operation separate from the friendly society structure, Money Management understands. An announcement is expected today (Thurs...
Funds management
Fund managers must have the right people running their outsourcing services if they want to maintain their distribution relationships with financial planners. "Financial...
Financial planning
Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...
Financial planning
The void at the top of HSBC Asset Management has finally been filled. John Wilkinson spoke with the two new executives about their plans to make the Australian operations...
Financial planning
A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation’s ranks to set up shop on their own....
Editorial
Advisers recommending high-income clients invest blindly in unit trusts should beware of tax implications....
Financial planning
Investment performance is still the most important consideration for clients deciding which product to invest in, a funds management and consumers study has found....
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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...