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Financial planning
Schroders Investment Management has a new Australian chief executive officer, announcing today that it had appointed its head of product, Asia Pacific, Greg Cooper to tak...
Funds management
Planners with goals of investing in equities expect them to have similar administration to managed funds, according to the chief executive officer of a leading wealth sol...
Financial planning
Recent volatility in global equity markets has caused a slow-down in Macquarie Bank’s disposal of seed assets into specialist funds, according to the company’s leading ex...
Financial planning
Members Equity Bank has ruled out launching a reverse mortgage product in the short-term, but chief executive officer Anthony Wamsteker said in the long-term it was very ...
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
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
Growth in the number of high-net-worth individuals in Australia has trumped the global average, according to a recently released global wealth report....
Financial planning
A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...
Financial planning
International research and ratings house Morningstar has acquired Aspect Huntley....
Financial planning
ASFA’s chief executive officer Philippa Smith has welcomed the superannuation proposals in last month’s Federal Budget as “radical, bold and far reaching”, while calling ...
Financial planning
A change to the Bankruptcy Act, which forces the family home to be held in the names of both spouses from May 31, has been slammed by some advisers as having potentially ...
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
While the planning software market appears to have settled down into something akin to trench warfare, there are still some players making forays into open territory....
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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,...