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Financial planning
Despite recent, sizeable purchases and a general downturn in the market InvestorWeb (IWL) has reported a further quarter of positive operating cash flow, shrugging off ca...
Financial planning
Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...
Financial planning
Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...
Financial planning
IOOF Investment Management has been upgraded from a three to a four star rating following a review of its cash, fixed interest and international equity funds by Morningst...
Financial planning
Associated planners appears set to embark on a committed program of acquisitions following its purchase of a 50 per cent stake in the Queensland based <hl href="http://ww...
Financial planning
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
Superannuation
AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....
Financial planning
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
Financial planning
Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...
Financial planning
Online financial services group InvestorWeb (IWL) has struck a deal with Zurich Australia to purchase the latter’s subsidiary group, Accompli Technologies....
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Financial planning
Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...
Funds management
In preparation for the roll out of retail and wholesale fund of funds hedge funds later this year, Colonial First State has appointed as its hedge funds consultants, Harc...
Financial planning
Associated Planners are on the hunt for small to medium size acquisitions, following Zurich's purchase of a 30 per cent stake in the group....
Financial planning
Despite the appearance of uniformity not every dealer group is the same when it comes to major issues of structure and business practice. Jason Spits looks at a Queenslan...
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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...