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Financial planning
Lying on insurance forms and not declaring taxable income are among the ways a sizable proportion of Americans are cheating the financial system, a survey found. ...
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Financial planning
The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...
Funds management
Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
Financial planning
The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Superannuation
The Federal Government has released draft legislation for the repeal of MRRT, confirming its commitment to increasing the superannuation guarantee from 9 to 12 per cent b...
Funds management
The major four banks have hit an 18-year high in personal customer satisfaction levels, with the Commonwealth Bank reporting the highest proportion of customers in the ‘v...
Superannuation
A new survey commissioned by one of the largest superannuation funds in the country shows 86 per cent of Australian women believe they are more likely to retire with less...
Editorial
David Urquhart explains why Asia has under-performed this year – but also why the outlook for Asian stocks is strong....
Life/Risk
TAL has acquired the remainder of online insurance comparator Lifebroker after holding a small stake in the company for three years. ...
Editorial
Challenger confirms 31 per cent quarterly increase in life annuity sales....
Superannuation
Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....
Funds management
The domestic Exchange Traded Fund (ETF) sector has grown rapidly in the last quarter, thanks to a spike in the Australian stock market, Morningstar has revealed. ...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...