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Financial planning
Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...
Superannuation
Stronger share markets are driving superannuation returns back to pre-GFC levels, with retail master trusts leading the way....
Financial planning
loans.com.au has claimed local resources and personnel have helped it beat the major banks to win a national customer service award....
Funds management
Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....
Financial planning
ASIC's settlement with the CBA sees the BOQ and Macquarie Bank left to face Storm Financial litigation....
Editorial
The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....
Financial planning
The latest instalment of Colonial First State’s Investment Specialist Series showcases some of their expert teams, committed to delivering performance and innovation for ...
Editorial
Gloomy headlines have at least played a part in creating financial anxiety among Australian investors. Tim Browne explains why it’s important for financial advisers to us...
Superannuation
Investors’ love affair with cash could be heading for heartbreak if they don’t diversify, according to head of Australian Unity Investments, David Bryant....
Funds management
With 70 per cent of Australians expecting to own a smartphone by mid 2014, there is a big potential market for wealth management applications....
Funds management
A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....
Editorial
CommBank reports $7,090 million profit, but weak markets and regulatory challenges drag on CFS....
Financial planning
Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....
Financial planning
ACCC acknowledges 'unwritten code' comments stemming from dealer group turf war....
Financial planning
Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...
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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...