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Financial planning
The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...
Financial planning
When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...
Funds management
Trust Company is aiming to increase its market presence by expanding the external distribution of its Australian equity products following the appointment of former Perpe...
People & Products
AMP has reaffirmed its strategy to expand its presence in the non-aligned adviser market with the appointment of former Perpetual Investments executive, Andrew Keay, into...
People & Products
Former Rothschild associate director and head of retail sales Chris Larsen has signed on with MLC in the new role of national manager for alliances....
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Financial planning
Advance Funds Management’s recent run of distribution appointments has assisted the group in boosting its funds under management to over $3.5 billion and raising adviser ...
Financial planning
The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Life/Risk
Macquarie Adviser Services has made changes to its superannuation insurance cover, including the introduction of an upfront commission for death and total and permanent d...
Financial planning
In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....
Funds management
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
Editorial
Despite the flurry of interest they generated when introduced to the Australian market, the take up of hedge funds has been slow. Ben Abbott reports....
Financial planning
IWL has signed on AM Corp’s strategic business services national manager Paul Medcraft ahead of a planned roll out of an ‘end to end’ planning and technology platform....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
Financial planning
Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...
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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...