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Financial planning
Corporate superannuation has long been the realm of the large whole-sale financial services groups to the exclusion of financial advis-ers, but that is about to change, r...
Financial planning
Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...
Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
Financial planning
ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...
Financial planning
Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?...
Financial planning
FPI Research has taken a more aggressive stance in its asset alloca-tion recommendations and believes advisers should be recommending the same....
Financial planning
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...
Financial planning
In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
The term "Jack of all trades and master of none" has, depending on your standpoint, two meanings. Traditionally, it is a sapient caution against the downside of spreading...
Financial planning
A new “reverse” mortgage has been launched where financial planners and accountants build their own home loan packages instead of picking from a range of pre-prepared pro...
Financial planning
The financial planning community strongly supports the introduction of a goods and services tax in Australia, according to a recent survey. ...
Financial planning
While the industry has devoted many recent hours locked in grave debate over the future impact of wrap accounts, a new survey has concluded that very few advisers underst...
Financial planning
At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...
Financial planning
With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...
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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...