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Financial planning
AMP enters deal with China’s largest insurer to extend reach into China's pensions and asset management markets....
Editorial
Trustees should be free to make investment decisions without regulatory influences that create artificial markets for certain classes, writes Pauline Vamos....
Financial planning
Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a s...
Financial planning
Dealer groups are removing investment products en masse from their approved product lists in reaction to the performance of certain asset classes during the global financ...
Financial planning
Financial advice is now rated as the most valuable employee benefit, particularly among people over 50, according to Mercer's David Anderson. Meanwhile, FPA chief Jo-Anne...
Financial planning
According to research commissioned by the Association of Superannuation Funds of Australia (ASFA), 67 per cent of respondents are concerned that the current Superannuatio...
Financial planning
A soft compulsion system for super would help overcome the apathy most working Australians have towards their super without increasing the financial burden on businesses,...
Financial planning
The former chief executive of Westpac, David Morgan, has warned that overly competitive BDMs and excessively conservative lawyers could get in the way of simple advice....
Financial planning
Investment manager T Rowe Price will be acquiring a stake in Indian investment manager UTI Asset Management....
Financial planning
DKN Financial Group has stated that five of the six firms it holds an equity position in have recovered well over the last quarter, however, one continues to struggle....
Financial planning
The proposed deal between AMP and AXA Asia Pacific could see AMP as the dominant force in the financial planning marketplace, with the number of AMP-aligned planners doub...
Financial planning
Long-serving Count Financial chief executive Marianne Perkovic has announced she will leave the group....
Funds management
Commbank had recorded a strong September quarter on the back of a recovering wealth management division....
Financial planning
Australians using more cash in face of economic adversity....
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....