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Financial planning
THE UK financial services regulator, the Financial Services Authority (FSA), has proposed a radical new disclosure regime for financial advisers to allow UK consumers to ...
Financial planning
With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...
Financial planning
AM Corporation has brought in a consulting firm to help it decide on its next strategic direction which could include putting itself on the market for a suitable buyer....
Financial planning
Mutual fund assets in Asia, excluding Japan, are expected to grow to a figure of US$495 billion by 2006, up from US$252 billion at the end of 2001, according to a recent ...
Financial planning
Colonial First State has added a new corporate superannuation component to its recently launched FirstChoice master trust platform, providing members of corporate super p...
Financial planning
COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....
Financial planning
At what point should a financial planning business consider outsourcing back-office functions and when is the right time to do it? FIONA MOORE reports on the telltale sig...
Financial planning
ING has taken the next step in its Medium Term three year plan with a restructure of its Distribution Management Group, dividing and strengthening its focus across its th...
Financial planning
SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....
Financial planning
Morningstar’s recent business and management strength rating assessment of Advance Asset Management has placed significant question marks over the business’ ability to ma...
Financial planning
ING will approach the board of ANZ in July seeking a substantial capital commitment from its joint venture partner to establish its desired dealer group models and to re-...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
One of Australia’s largest independent dealer groups, Count Financial, has renewed its qualitative research agreement with van Eyk Research for a further three years....
Financial planning
Sue Laing, the person hired by the Westpac Bank to head up its ill-fated plans to launch a new dealer group, is set to leave the bank, adding the closing chapter to Westp...
Financial planning
The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....
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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...