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Financial planning
After six months of deliberations, Australian Unity has decided to remain a mutual society....
Financial planning
The Australian Securities and Investments Commission has announced the formation of a new business forum to allow it to establish and maintain closer links to the wider b...
Financial planning
While launching the Australian Bankers’ Association’s new online financial literacy program, chairman David Morgan said increasing the financial understanding of those wh...
Financial planning
The chief executive of one of the first superannuation funds to provide in-house financial planning, Brett Westbrook, has announced his intention to leave his role at the...
Financial planning
A key Parliamentary Committee looking into improving the retirement savings of people under 40 has strongly countered the recommendations of the Business Regulation Taskf...
Financial planning
Adelaide Bank has established an independent board of directors and appointed a new executive for Adelaide Managed Funds as part of an ongoing strategy to diversify the e...
Financial planning
International research and ratings house Morningstar has acquired Aspect Huntley....
People & Products
Sydney-based asset consultant Intech Investment Consultants has picked up a major new mandate from the Local Government Superannuation Scheme....
Financial planning
Baby boomers with adult children at home are more financially vulnerable than their ‘empty nester’ counterparts, according to research by Nielsen Media Research for Wizar...
Editorial
Strong performance of equities funds and growth in the wealth management division has offset costs relating to legacy issues for Perpetual Investments, and led the compan...
Financial planning
AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...
Financial planning
Investors should be wary of funds that are too closely linked to the global index as the current regional allocations and sector mix that constitutes the index may lead t...
Financial planning
There’s a rare symmetry about MIR Funds Management winning this year’s IMCA/Fund Manager of the Year award, as well as the Australian Shares, mid and large cap, category....
Financial planning
Australian Securities and Investments Commission (ASIC) chairman Jeffrey Lucy has defended the regulator’s enforcement of financial services laws after its shadow shoppin...
Financial planning
The Australian Securities and Investments Commission (ASIC) has sought assistance from investors and advisers whose clients face losses resulting from Westpoint’s failed ...
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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,...