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Financial planning
As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...
Financial planning
The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...
Financial planning
Investment markets have fluctuated in sync with media headlines over the past year, resulting in a flat performance for the retail managed fund sector....
Financial planning
A statement calling for new policies to help encourage the private sector to invest in climate change has been signed by 259 investment managers globally – includin...
Financial planning
Several BTIM funds will hold their Standard & Poor’s ratings despite a reshuffle among the portfolio managers, S&P has announced....
Financial planning
BT Wrap has whittled down its lengthy disclosure documents to 20 pages....
Editorial
As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....
Financial planning
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Financial planning
Matrix Planning Solutions has added new generation platform Hub 24 to existing arrangements with Wespac’s BT Wrap and ANZ’s Oasis....
Financial planning
Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...
Financial planning
Too much is being paid for financial planning practices that Shadforth Financial Group feels may not retain their value....
Financial planning
Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....
Funds management
Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...
Funds management
It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...
People & Products
Craig Lawrenson has been named the new head of Asgard....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...