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27 April 2010 • By Victoria Papandrea • 1 min read

Client segmentation model outdated

The move to a fee-for-service model will drive changes in the way advisers segment their client base.The client classification model of A, B, C, D ...

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Caps problems stem from classification errors

Getting super contributions classifications wrong is the most common mistake that leads to contributions caps breaches.The incorrect classification of ...

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Removal of risk commissions may raise costs

There is a danger if the insurance industry goes down the same fee path as the wealth management sector, an executive has warned.The removal of ...

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Storm negative equity recovery futile: liquidator

Storm liquidator claims select fund recovery efforts for creditors will be fruitless. The liquidator of Storm Financial (Storm) has labelled ...

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Matrix boosts numbers

Boutique dealer group Matrix Planning Solutions has appointed Helen Shao to the newly-created role of practice development manager.In the role, Shao ...

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BTFG reshuffles fund manager line-up

BT Financial Group (BTFG) has added fixed income manager Wellington Management and removed a number of managers after a review of its multi-manager ...

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Amundi fund under review

Amundi Asset Management's Global Diversified Fixed Interest Fund is now under the scrutiny of research houses following key staff departures

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AMP to launch new fund

AMP Capital Investors will launch its new Global Infrastructure Securities Fund in the third quarter.The product will offer investors exposure to ...

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Netwealth offers pricing alternative

 Platform provider netwealth has launched a private wealth initiative that provides investors with wholesale access to the firm's investment and ...

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Insurance face-off

IFA gathered a number of industry professionals for a life insurance roundtable to discuss where the sector is at following the GFC and where it is ...

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