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Financial planning
High profile industry figure Toby Potter is to leave Ausmaq in late January to be-gin work with research house Morningstar....
Financial planning
High profile industry figure Toby Potter is to leave Ausmaq in late January to be-gin work with research house Morningstar....
Financial planning
The New Zealand branch of Colonial First State Investment Managers (CFSNZ) has been rated a “very good” quality organisation by Morningstar and given four stars in the re...
Financial planning
The Commonwealth Bank has pipped BT to become the largest retail fund man-ager in Australia, according to Morningstar....
Financial planning
Inflows into the Lend Lease subsidiary MLC almost halved in the past three months, pushing the group off the top spot in the Assirt retail inflow survey....
Financial planning
Morningstar has vowed to fight ASSIRT’s launch of a star ratings system for managed funds....
Financial planning
ASSIRT has made an aggressive play in the research market with the introduction of star ratings for managed funds....
Financial planning
New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
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
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...
Financial planning
In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...
Financial planning
FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....
Financial planning
With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...
Financial planning
Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, with just under $231 million poure...
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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...