BT financial group appoints head of practice management

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Mark Spiers, General Manager Advice today welcomed BT Financial Group’s new Head of Practice Management Wes Hall into the fold.   “This is an important appointment for us, with the

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BT Wrap unveils online enhancements ahead of year-end

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BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its

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Three new Vanguard ETFs quoted on the ASX

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Three new Vanguard Exchange Traded Funds (ETFs) will this morning be officially quoted for trading on the Australian Securities Exchange (ASX). Tapping into investor and adviser demand for simple, low

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AMP welcomes Standard & Poor’s rating upgrade

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AMP Limited has welcomed the upgrade of The National Mutual Life Association of Australasia Limited’s (National Mutual Life) rating from A+ to AA- by Standard & Poor’s (S&P). National Mutual

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Bendigo Wealth launched – A new era in wealth management at Bendigo and Adelaide Bank

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Bendigo and Adelaide Bank has announced the launch of Bendigo Wealth, a new wealth management division that will leverage off the bank’s high brand recognition and leading customer satisfaction ranking.

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EQT appoints new head of wealth management business

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Continuing the strategy of strengthening and reorganising operations, Mr Robin Burns, managing director of Equity Trustees Limited (EQT), has announced the appointment of Mr Philip Galagher as head of its

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PIMCO’s bond funds outperform equities; head winds highlight the importance of active management

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Fixed interest has outperformed equities over the past few years Headwinds are on the horizon for global bond markets Fixed interest is a must as a diversifier and to smooth

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Scale remains the name of the game

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While much has changed in wealth management over the last decade one thing hasn’t; the pursuit of scale and to this end the CEOs managing financial services companies continue to

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13 New, Non-Unitised Fund Portfolio’s added by Fund Managers and Independent Research Houses to HUB24’s Portfolio Administration Service

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HUB24, a wholly owned subsidiary of ASX listed stockbroker and wealth management utility, Investorfirst Limited (ASX: INQ), is today pleased to formally announce the addition of 13 new, non-unitised portfolios

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IOOF Licensees Join AFA

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The Association of Financial Advisers (AFA) today confirmed that four licensees, operating as part of Australian Wealth Management, a wholly owned subsidiary of IOOF, have joined as members of the

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