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Financial planning
With the value of so-called ‘target date funds’ claimed to have grown by over 50 per cent in the US over the past four years, Russell Investment Group is predicting such ...
Financial planning
In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...
Financial planning
Stephen Henshall’s route into paraplanning was through superannuation administration at William Mercer. The change, however, showed him the difference between handling fu...
Financial planning
Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...
Superannuation
If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...
Financial planning
New research issued by Industry Funds Services yesterday has added fuel to a heated ongoing debate within the industry over the comparative ‘net benefit to members’ of in...
Financial planning
The superannuation industry has welcomed changes to superannuation included in the Federal Budget but doesn’t believe the Government has gone far enough....
Financial planning
BT Financial Group has cut total ongoing fees on 52 of its wholesale and institutional investment funds by an average 17 per cent, with some cuts as high as 32 per cent....
Financial planning
The chief executive of $600 million Tasmanian-based superannuation fund Tasplan, Neil Cassidy, has criticised retail superannuation funds for charging fees and deducting ...
Financial planning
The Financial Planning Association has warned that consumers’ retirement savings are being put at risk by misleading advertising in the lead up to choice of fund, and ha...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....