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FUND MANAGER
Financial planning
Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....
Financial planning
American fund manager Scudder Investments has signed up an Australian consulting group, Business Health, to provide practice management support to its US based financial ...
Financial planning
AXA has reported a 28 per cent profit growth in its wealth protection business despite a decline in retirement product inflows....
Financial planning
Macquarie Funds Management and van Eyk Research have partnered to launch a range of pre-blended multi-manager investments called the van Eyk Blueprint Series of Funds....
Editorial
Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....
Financial planning
US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Financial planning
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Financial planning
Morningstar Australia has sacked its head of research Daisy Chee a year after it removed its previous managing director Graham Rich....
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...
Financial planning
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
Financial planning
Managed accounts can deliver the benefits of managed funds without the complications, says Stephen Robertson....
Financial planning
When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...
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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...