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Phoenix GAR vote

Phoenix is preparing to ask some policyholders with guaranteed annuity rates to vote on removing the GAR. It says removing the GAR will allow it to increase the current fund value of policies and the equity-backing ratio, leading to improved retirement benefits for policyholders.


Loss of James Hay contract contributed to GBST loss

GBST Wealth Management, formerly Infocomp, has said the cancellation of the James Hay contract in December 2008 contributed to its 44 per cent drop in earnings before interest, taxes, depreciation, and amortisation during the 2009 financial year.

CII calls for associates to become examiners

The Chartered Insurance Institute is offering associates the chance to earn money and gain continuing professional development points by becoming examiners.

System selection

There is one decision that will have a greater impact than anything else on the future growth and profitability of an adviser firm – choosing the right client management system.

The future of active management is now

Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]


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