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Superannuation
Platform provider netwealth is set to launch a new wrap specifically targeted at SMSFs, enabling them to adjust their investment and insurance requirements to the level o...
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Funds management
Presenters have gathered at ASFA's Investment Interchange to discuss the role of superannuation in Australia's fixed interest markets....
Financial planning
Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....
Financial planning
Specialist mortgage and financial services company Firstfolio Limited has announced the resignation of chief executive and managing director Mark Forsyth....
Funds management
Platform providers appear to be embracing a pay-for-use fee model in which they provide a core offering and allow clients to add on new features for which they pay as the...
Financial planning
As part of a recent push into the financial advice space, ING Direct has rolled out a new website aimed at providing its adviser network with online access to client reco...
Financial planning
Global independent accounting and business advisory group BKR International has extended its footprint into New York with the acceptance of New York City-based Anchin, Bl...
Financial planning
Darren Pettiona has resigned as chief executive of Investorfirst in order to focus on the HUB24 investment platform, the company board has announced....
People & Products
Business strategy professional Peter Dale has been employed as executive director for executive search company Boyden - a key role in recruiting senior executive and lead...
Funds management
Dedicated responsible investment platform The Emerald Wrap has been launched in partnership with Bendigo and Adelaide Bank....
Financial planning
The AIOFP has selected the OneVue platform as a new private label solution to partner with its privately owned Personal Choice Management platform....
People & Products
Bentleys principal Philip Rix, who has 30 years experience in small and large accounting practices, has been appointed an executive director of Countplus....
Superannuation
David Shirlow explains how to use insurance to address SMSF property investment liquidity....
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
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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,...