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Financial planning
With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...
Financial planning
The 1998-99 financial year has just ended. As funds managers begin to write their entries for their investor and holding company annual reports, no doubt there will be so...
Financial planning
County Investment Management has been on a hiring spree, with six new faces joining the group. ...
Financial planning
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Financial planning
FPI Research has taken a more aggressive stance in its asset alloca-tion recommendations and believes advisers should be recommending the same....
Financial planning
Investors and their advisers tend to pay scant attention to liquid-ity, what it costs and whether they need it. Just like more widely recognised factors such as market ri...
Financial planning
Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...
Financial planning
Paladin will be launching a number of property securities and syndication prod-ucts under its new partnership with Norwich Union....
Funds management
Shares have overtaken residential property as the investment of choice for Australians, according to a survey by Macquarie Investment Management....
Financial planning
Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the pan. Zilla Efrat looks behind the group's impressive numbers and...
Financial planning
People like Prudential Investment senior executive Lester Anderson are proof that the fine art of salesmanship is alive and kicking in the financial services industry. St...
Financial planning
York Capital has succeeded in having its Wholesale Property Income Fund put on Norwich’s Navigator master fund’s recommended list....
Financial planning
After more than a year of searching, Davey Financial Management has found a buyer for its financial services business. ...
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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...