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Financial planning
The NAB has released a lending product designed to allow borrowers to use equity, typically in their home, to create additional income streams through other investments....
Superannuation
With the oldest of the baby-boomer generation now pushing 60, the Government is making a concerted push to keep older workers in the workforce to lessen the burden on the...
Rate the raters
Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...
Superannuation
With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...
Editorial
The 2005 full year results for AMP have shown a 24 per cent increase in underlying contributions, the organisation’s main profitability measure which removes investment m...
Editorial
When investors look offshore for investment opportunities Europe tends to take a backseat in comparison to countries such as the US, China or India, but Fidelity Internat...
Editorial
BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...
Financial planning
Financial planning software provider Investment Data Technologies has announced it will sell its non-core business services, following the appointment of a voluntary admi...
Editorial
Asset allocation strategies in 2006 will be very similar to what strategists were doing last year, says AMP Capital Investors head of investment strategy Shane Oliver....
Financial planning
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
Financial planning
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
Financial planning
There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...
Financial planning
You want to run a hugely successful financial planning business that gives you a high level of personal satisfaction and the respect of your peers....
Financial planning
What is lifestyle planning? Conceptually the idea is simple – it is used to help clients define how they want to spend the rest of their lives, cost this desired lifestyl...
Editorial
The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...
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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...