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11 September 2007 • By • 1 min read

Echelon rolls lucky seven for IWL

IWL passes $7 billion mark with its Echelon Portfolio Solutions division.Wealth management provider IWL has passed the $7 billion funds under ...

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British watchdog makes history

UK mortgage broker fined for providing unsuitable re-mortgage and insurance advice to vulnerable clients.For the first time in history, British ...

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WHK Group builds network

Melbourne-based financial services firm WHK Group has helped its member firms expand through acquisitions.WHK Group continues on the acquisition trail ...

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Agribusiness fund seeks equity

The Palandri Agricultural Property Trust, a hybrid property fund managed by the Palandri Group, is seeking retail investor equity to buy more vineyard ...

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GSJBW fund downgraded

Research house Standard and Poor's (S&P) has downgraded the Goldman Sachs JBWere Australian Equities Fund to two stars from three.Research house ...

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Mercer creates new PDS

Mercer Legal and Communications Consulting practices are tailoring new product disclosure statements (PDS) for fund trustees and product providers as ...

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Direct investing - getting in on the act

A wave of new investing tools has hit the market in the past few years as financial markets continue to climb. How are financial planners looking ...

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Planners in demand

Planners are in demand but there are not enough to go around.Surprising results from government research found more than 54 per cent of ...

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Firstfolio eyes $620 million portfolio

Firstfolio plans to acquire the $620 million portfolio of Capital First.Financial services group Firstfolio plans to acquire the multi-million ...

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MoneyWise links with Consultum

Australia's only in-house financial planning team has joined Consultum Financial Advisers.Australia's only in-house financial planning team - ...

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