FINANCIAL PLANNERS

Financial planning

Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of t...

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Financial planning

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Financial planning

Separately managed accounts have experienced a difficult transition in the financial planning industry as a result of financial planners’ lack of knowledge and confidence...

Financial planning

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Financial planning

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Superannuation

The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...

Financial planning

The Perpetual WealthFocus Investments platform is providing financial planners with greater flexibility and convenience by offering electronic bill pay service BPAY for i...

Financial planning

Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to g...

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Life/Risk

ING has made access to its OneCare insurance product range easier for both financial planners and their clients by allowing applications to be generated electronically vi...

Financial planning

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Financial planning

Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...

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Superannuation

Mariner Financial believes self-managed superannuation funds are increasingly attractive in the lead-up to the Government’s July 1, 2007, superannuation reforms deadline,...

Financial planning

Succession and transition specialist Bstar has created an online business capitalisation rate calculator, which financial planners can use to calculate the true value of ...

Financial planning

Macquarie Adviser Services has launched a new non-super linked life insurance product that allows financial planners to provide fully underwritten coverage through an onl...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

5 days 1 hour ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week 2 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

4 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks 2 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week 1 day ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week ago