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| | | Family office, Lowenhaupt Global Advisors Australia, has appointed Juliet Dunworth as executive director. Prior to joining Lowenhaupt Global Advisors Australia (LGAA), Dunworth had senior executive roles with Credit Suisse Private Bank, Pengana Capital ... |
| | | | The date is set for FOFA to start on July 1 this year with the Parliamentary Joint Committee releasing its report, complete with 15 new recommendations. In its 220-page report, the Parliamentary Joint Committee (PJC) noted that despite industry calls ... |
| | | | Opt-in, annual fee disclosure and best interest remain the sticking points for industry bodies following yesterday's release of the Parliamentary Joint Committee report on FOFA. The 220 page report, which took into account over 70 submissions from concerned ... |
| | | | ... plans to MLC MasterKey with the aid of transition managers. The MLC MasterKey Business Super covers investment management, plan administration, insurance and member services including financial education, online support and the MLC Member Rewards Program. ... |
| | | | Australian Ethical is to expand its adviser reach with the planned launched of wholesale products. Announced yesterday in the group's results, Australian Ethical said its will launch a wholesale unit class for its Smaller Companies Trust, Larger Companies ... |
| | | | Paragem's Dealer Services will change its name to Pathway Licensee Services from March 2012, as the business integrates into the netwealth Group. Paragem Dealer Services was acquired by the netwealth Group in November 2011 but Ian Knox and Charlie Haynes ... |
| | | | Success in social media is all about showing up, getting involved and adding value. That's according to Trevor Young, social media expert and strategy and innovation director at Edelman Australia, who spoke to advisers at a recent Zurich event in Sydney. ... |
| | | | Hey, hey, something doesn't look quite right here. The Dow's reclaimed 13K and most equity markets in Europe ended on the up and up while we were sleeping. They shouldn't be doing that. Haven't they heard that Standard & Poor's just downgraded Greek ... |
| | | | ... total assets of US$115 billion. AIA Australia said it now holds the largest market share for group insurance, according to Plan for Life figures, with $830 million in-force and 24.3% market share. Peter Crewe, AIA Australia's chief executive, said the ... |
| | | | JP Morgan Treasury Services launched its ACCESS Mobile banking platform today which allows cash management by Australian and New Zealand corporate and institutional investors through their smartphones and tablets. Investors will be able to view balance ... |
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