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FINANCIAL ADVISERS
Financial planning
Investec Australia rolls out lending offering to independent financial advisers....
Editorial
Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...
Financial planning
Sinodinos confirms Government’s intentions and timetable on FOFA changes along with moratorium on major change during Financial Systems Review....
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Life/Risk
Financial advisers still face some high hurdles in trying to match clients’ risk insurance needs with solutions but there are ways of overcoming these challenges, writes ...
Financial planning
Investors belonging to particular age groups are more satisfied with their financial planners than others....
Financial planning
Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....
Financial planning
Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
Editorial
This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...
Financial planning
AltaVista launches upgraded version of Portfolio Builder aimed at allowing financial advisers to blend their own ETF portfolios....
Funds management
The perception that hedge funds are too risky to add value to the retail space is ill-founded, according to a fund manager. ...
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Superannuation
Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...
Financial planning
AFA claims FOS ground rules provide inherent imbalance against advisers....
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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,...