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Financial planning
A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...
Financial planning
US-based global equities manager Batterymarch expects to grow Legg Mason’s global equities portfolio to $1 billion within the next 18 months....
Financial planning
In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...
Funds management
Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....
Financial planning
Global investment company T. Rowe Price will boost its presence within the Australian market, focusing on providing global equity investments to retail platforms, indepen...
Financial planning
AMP Capital Investors has launched a new fund to give retail investors direct access to its sustainable investments approach....
Life/Risk
St George-owned financial planning dealer group Securitor plans to add a new insurance asset class to its AdviserNetgain practice management tool in an attempt to bridge ...
Financial planning
Former head of IOOF retail funds management Jarrod Brown has landed a new post with research house Standard & Poor’s as its executive investment services....
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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...