"FINANCIAL PLANNING"

People & Products

Orient Capital launches new app based off its investor relations management platform, miraqle....

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Superannuation

Superannuation fund executives are considering ditching their funds’ TPD offerings as lawyers increasingly enter the fray....

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Financial planning

ASIC has acknowledged that newspapers headlines were wrong about planners taking big commissions to recommend residential property investments and that not one planner co...

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Policy & Regulation

ASIC chairman, Greg Medcraft, wants the Government to consider allowing ASIC the ability to pursue companies and officers over misdeeds caused by bad culture....

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People & Products

JP Morgan Asset Management has appointed a new southern region key account manager. ...

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Financial planning

New research reveals planners’ challenge to extend their market beyond mostly wealthy, late middle-aged men....

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Financial planning

The dealer group play being run by Paul Barrett and backed by Italy’s Azimut has taken a 51 per cent stake in Adelaide’s Pride Advice....

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Financial planning

New research reveals those using accountants and advisers are likely to be most satisfied with their super....

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Financial planning

NAB Wealth appoints Alan Logan as new Godfrey Pembroke general manager....

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Superannuation

Corporate Super Specialists call for decoupling of industrial relations from default super....

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Life/Risk

This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....

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People & Products

Findex hands major mandate to SSGA following review of administration, investment and allocation needs....

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Financial planning

Next Tuesday’s Federal Budget is expected to put in motion ASIC’s transition to a user-pays funding regime....

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Financial planning

NAB has freed up $500 million in a major life reinsurance deal covering 21% of its advised insurance book....

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Financial planning

ANZ posts steady half-year profit and signals a continuing focus on a vertically-integrated wealth management approach leveraging its banking customer base....

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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...

1 week 5 days ago

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

2 weeks 2 days ago

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

1 month 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 ...

2 weeks 1 day ago

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

2 weeks ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

1 week 5 days ago