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28 May 2012 • By Reporter • 1 min read

Local planners falling foul of UK tax changes

Numerous pitfalls are costing local advisers and their UK clients thousands of pounds in unplanned taxes.Australian financial planners, unless ...

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Financial services poised to buy into Malaysia

IAG, Macquarie Bank and ANZ are just some of the financial businesses ready to buy Malaysian businesses in the wake of this week's MAFTA signing

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Tyndall AM seals Causeway deal

Causeway Asset Management has now become part of the Tyndall AM business.Tyndall AM has officially joined forces with Causeway Asset Management giving ...

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Call to legislate strategic advice

MyAdviser's managing director is calling for ASIC to define strategic advice in the Financial Services Reform Act.The Financial Services Reform Act ...

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New advice value proposition criteria needed

Value propositions must demonstrate advisers as holistic wealth managers and behavioural coaches.Advisers need to consider a new value proposition ...

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Milliman joins retirement smorgasbord

Using liquid financial instruments, Milliman has devised a strategy to smooth returns' volatility and cushion losses to address retirees' main ...

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Internal REs fail to protect investors

Responsible entities need to be external, and domiciled in Australia.The Trio Capital fracas may never have happened if an external Responsible Entity ...

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Unison partnership firms doubled

Unison Financial Group has doubled the number of its partnership firms and plans for further expansion throughout the remainder of 2012

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Aubrey sees GVI funds half

Aubrey Capital Management has made significant changes to the GVI funds since assuming ownership last year.Aubrey Capital Management (Aubrey) has seen ...

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Bennelong appoints senior portfolio manager

Sam Shepherd moves from Credit Suisse to join Bennelong Long Short Equity Management (BLSEM) as senior portfolio manager.Bennelong Long Short Equity ...

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