FINANCIAL ADVISER

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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Superannuation

Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....

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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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Funds management

Asteron Life has invested $10 million in new technology, which the company claimed would bring more back-office efficiencies for its financial adviser base....

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Editorial

Col Fullagar examines the topic of pre-existing exclusion clauses in risk insurance policies....

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Financial planning

Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....

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Policy & Regulation

Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...

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Superannuation

The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...

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Financial planning

As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...

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Financial planning

AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....

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Financial planning

An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...

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Financial planning

SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...

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Financial planning

AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....

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Financial planning

An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...

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Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

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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....

6 days 8 hours ago

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

1 week 4 days ago

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

2 weeks 2 days ago