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Financial planning
Two years after being acquired by medical insurance group MBF, Clearview Retirement Solutions has passed the $2 billion funds under management milestone....
Financial planning
Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
Financial planning
ING has introduced a toolkit to help financial planners ensure clients maximise benefits stemming from the changes to the superannuation framework before July 1, this yea...
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
The Association of Financial Advisers is to campaign for a 15 per cent Super Guarantee from the Federal Government, as part of its strategic plan for 2007....
Financial planning
An Australian Federal Court has ruled that the Financial Industry Complaints Service has the jurisdiction to deal with complaints against financial advisers who recommend...
Financial planning
In a bid to net high-end client referrals, Verve Financial Partners has launched a new incentive program targeted at St George Bank employees....
Financial planning
Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...
Financial planning
New research has revealed that nearly half the Australian public believes socially responsible investments deliver lower returns than mainstream funds, despite the majori...
Financial planning
Young people are not going to advisers, as they do not see what they offer as relevant, said Barefoot Investor founder Scott Pape....
Financial planning
A new board of directors was elected to the Association of Financial Advisers (AFA) last week during its 60th Annual Conference in Sydney....
Financial planning
A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession....
People & Products
The Association of Financial Advisers has appointed Dennis Bateman as its new president following the retirement of Michael Murphy from the role....
Financial planning
Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....
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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,...