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Financial planning

Suncorp has sold Tyndall Investments to Nikko Asset Management in a move to simplify its business....

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Financial planning

Other institutions will have to emulate Colonial First State’s limited advice model, according to Provisio’s Cameron O’Sullivan....

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Financial planning

A former Adelaide financial planning company director has been prosecuted on Westpoint-related charges....

Financial planning

Potential financial planning clients are giving up because they can’t get appointments to see advisers....

Financial planning

The Financial Planning Standards Board has released a guidance document in support of supervised work experience for financial planning entrants....

People & Products

Count Financial subsidiary Countplus has paved the way for listing by making changes to its executive team and issuing its prospectus with the corporate regulator ahead o...

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People & Products

AMP Financial Services has created the new role of director of advice, which has been filled by former head of paraplanning Scott Machin....

Financial planning

DKN Financial Group has taken a 20 per cent stake in Melbourne-based Moneyplan Australia – the group’s eighth succession since it launched its Equity Partners...

People & Products

Vanguard Investments Australia’s chairman and managing founder, Jeremy Duffield, will retire at the end of the year....

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Financial planning

Price sensitivity and consumer awareness of the need to protect against trauma are the two primary issues affecting the uptake of trauma insurance in Australia, according...

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Financial planning

Former authorised representative of FTL Financial Advice, Neil Francis Dodd, has been jailed for eight years for fraud following an ASIC investigation....

Financial planning

FIIG Securities' Stephen Hart examines fixed income assets and explores the arguments relating to direct investment or the use of managed funds....

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Life/Risk

With underinsurance continuing to be a problem in Australia, a panel of advisers has agreed the onus is on the industry to address the problem from within, rather than re...

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Financial planning

Australian software firms Financial Synergy and RewardSuper will jointly produce a new software solution, specifically for SMSFs....

Financial planning

Schroder Investment Management Australia has appointed Kerrie Howard to its institutional sales team as institutional client director and added Chris Boyd to its retail s...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago