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Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Superannuation
The Australian Taxation Office (ATO) has issued a blunt message to self-managed superannuation funds (SMSFs) warning the honeymoon period in its regulation of the sector ...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has changed its membership structure, fees and benefits in an attempt to increase its market presence....
Financial planning
A former AXA compliance manager has launched a new consultancy aimed at boutique fund managers....
Financial planning
A Brisbane practice has boosted its earnings by about 35 per cent after undertaking a six-month business coaching program and business improvement initiatives. John Wilki...
Financial planning
Does a three-month pick-up in the employment market signal a resurgence in employment opportunities in the financial services sector through 2004?...
Financial planning
ING has revealed its plans to internally restructure its dealer group operations with Tandem to be positioned as a boutique planning group and RetireInvest advisers to re...
Financial planning
Promina’s financial services division, Asteron, has made a flurry of key appointments to its marketing and distribution team in an effort to realign the division and driv...
Funds management
Nine months into a two-year recovery strategy, Tower Limited is back in the black having posted a $4.87 million profit for the six months ended September, 2003....
Financial planning
ING’s dealer group Tandem and RetireInvest have been thrown into disarray after all staff involved in management, compliance and services functions have been told they wi...
Financial planning
If Tom Collins, principal of the Tom Collins Consultancy, has been one of the most influential players through 2003 it is probably because the industry has, finally, come...
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Financial planning
The Financial Planning Association (FPA) has voiced opposition to Labor’s proposed ban on commissions for superannuation guarantee contributions, arguing this would make ...
Financial planning
The Financial Planning Association’s (FPA) professional indemnity (PI) taskforce has been criticised by one of its own members as stagnating on securing an association-wi...
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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,...