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FUND MANAGER
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
AMP today launched the first of what is expected to be a host of fund manager roll-outs of Term Allocated Pension products in the lead up to new retirement income streams...
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
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...
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Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....
Rate the raters
With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....
Financial planning
Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
Perennial Asia has received a five star rating from Morningstar for its wholesale IOOF/Perennial Asia Equities Trust....
Financial planning
Assirt Research has lost two more staff following the resignation of its head of data, Phil Waterfall and project manager and investment analyst, Tim Bowring....
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...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O'Brien into a newly created director retail sales and marketing role....
People & Products
AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...
Financial planning
Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...
Financial planning
Vanguard Investments has tweaked the composition of the ASX200 Index by excluding listed property trusts to form the basis of a new Australian share fund which aims to de...
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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...