MONEY

Financial planning

With high net worth investors rejecting model portfolios, it was time for distribution teams to carry out effective segmentation through robust CRM systems to gain real i...

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Financial planning

The financial services industry should manage the risk of cognitive decline in an ageing population and its impact as a strategic issue, according to SSGA....

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Financial planning

ASIC has found a close correlation between defective disclosure in a prospectus and poor due diligence in IPO issuers....

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Funds management

Despite a backlog of political and economic uncertainty plaguing Europe, investors should not be afraid to balance their portfolios by putting money there, according to S...

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Funds management

Investors should lower their return expectations across all asset classes and hunt for yield in areas that included US corporate debt. ...

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What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

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JOHN GILLIES

The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...

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JOHN GILLIES

How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 4 weeks ago