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11 July 2013 • By • 1 min read

Increased demand for independent trustees services

An increasing number of financial services institutions are seeking to show investors they have greater levels of independence, according to Equity ...

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Jond returns to France in BNP reshuffle

BNP Paribas Securities Services Australia & New Zealand has announced a local leadership transition, with managing director Pierre Jond to return ...

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Parametric boosts Australian team

Global investment manager Parametric has boosted its Australian team through one new appointment and the relocation of a senior staff member

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PIMCO makes senior portfolio management appointment

PIMCO has hired Aaditya Thakur as a vice president, portfolio manager, to be based in the global investment management firm’s Sydney office

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Bennelong adds Queensland sales role

Bennelong Funds Management (BFM) has appointed a new director of distribution for Queensland. Jodie Saw will fill the newly created role to “grow ...

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Research houses ‘not resourced’ to identify fraud

A major retail investment research house says the onus is on financial advisers to ensure products they recommend are appropriate to their clients, ...

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Platform satisfaction up, switching down

Financial planners are less likely to want to switch platform providers than they were five years ago – but not all planners have the freedom to do so

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Super funds must justify every holding: Australian Ethical

Australian Ethical has dismissed superannuation industry concerns that the disclosure of individual portfolio holdings will open up trustees to unfair ...

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APRA standards renew offshoring concerns

The Australian Prudential Regulation Authority (APRA) this week released its latest set of prudential practice guides, which have drawn concern from ...

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Ibbotson expands investment management capacities

Ibbotson Associates Australia, a unit of Morningstar's Investment Management division, has expanded its distribution and client management ...

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