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FINANCIAL PLANNERS
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Superannuation
Those operating in the financial services space and with a Web site should expect a visit from findmysuper.com, the company designed specifically to locate lost superannu...
Financial planning
Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...
Financial planning
Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...
Financial planning
Electronic transaction platform provider InvestmentLink has won over AMP Financial Planning and Hillross Financial Services to use its e-Portfolio service, which raises i...
Financial planning
The Financial Planning Authority (FPA) in conjunction with industry players, has formed both a task force and a small working group to try and resolve the rising premiums...
Financial planning
The Financial Planning Association (FPA) has accused the Australian Tax Office (ATO) of discrimination over its decision to exclude financial planners from its settlement...
Financial planning
Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...
Financial planning
This is the man on whom so much of the ANZ Bank’s joint venture with ING depends....
Financial planning
In a bid to provide adequate education and professional standards for advisers specialising in the self managed superannuation (SMSF) industry, the Strategist Group manag...
Financial planning
Rothschild Australia Asset Management will operate as an independent entity under the deal to combine its funds management business with Westpac Bank to create a new orga...
Financial planning
A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...
Financial planning
A firm industry presence and successful network of financial planners has emerged as the standout features for the top three finalists in Money Management/Assirt’s FMOTY ...
Editorial
ANZ has made a record first half profit of $1.05 billion on the back of growth of corporate business, fee income and credit cards....
Financial planning
Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...