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FINANCIAL ADVISERS
Financial planning
SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Financial planning
THE FEDERAL Government has succumbed to concerted industry pressure and agreed to amend the tax laws to remove an anomaly that threatened to ‘double-count’ people’s super...
Financial planning
MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....
Financial planning
Just over a year since Suncorp Metway purchased the Australian GIO general insurance business of AMP for $1.24 billion, it has announced a major recruitment of financial ...
Financial planning
ING will approach the board of ANZ in July seeking a substantial capital commitment from its joint venture partner to establish its desired dealer group models and to re-...
Financial planning
The Lumley Life group has announced that it is looking to forge closer ties with financial planning groups in an effort to boost the distribution of its specialist life i...
Financial planning
Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...
Financial planning
Good performance can mean a lot of things, but not necessarily support from financial advisers....
Financial planning
IOOF Funds Management has signed a strategic alliance with an Australian dealer group and rolled out its own back office support network, showing further signs the group ...
Financial planning
The sale of immediate annuity life insurance products have slumped to their lowest level since being made exempt from the social security assets test in 1998, the latest ...
Financial planning
The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...
Financial planning
The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....
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MARKET INSIGHTS
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,...