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Financial planning
UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....
Financial planning
Today’s risk advisers are having a tough time replacing themselves. There are no hard figures to prove numbers are dwindling, but most in the industry accept there is a p...
People & Products
The former head of BT Financial Group, David Clarke, has returned to the industry as chair of non-conforming and equity release lender, Bluestone Group....
Editorial
Ray Griffin shows hypothetically how financial services businesses are at risk of litigation if they don’t exercise their correct duty of care when advising in property i...
Financial planning
This week Money Management welcomes industry veteran RAY GRIFFIN to its stable of regular columnists. A former FPA chairman and Money Management Financial Planner of the ...
Financial planning
If volatility is the market neutral fund’s friend, then the smooth upward trajectory of most equity indices during 2004 presented a hostile environment....
Financial planning
AXA has been named winner of this year’s Money Management Fund Manager of the Year in mortgage funds. According to Elizabeth Foley, a long-term, experienced mortgage team...
Financial planning
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
Funds management
Web Abstract long compulsory...
Editorial
The introduction of choice has brought personal insurance to the fore. Jodi Murray and Carly O’Keefe discuss the pros and cons of going it alone....
Financial planning
Reports of the property market’s death have been greatly exaggerated, according to a new survey showing a 14.7 per cent rise in mortgage sales across Australia during Mar...
Life/Risk
Most Australians do not understand income protection insurance, and either aren’t covered or have insufficient cover, according to a new study....
Financial planning
Australian Unity Investments has continued to expand its specialisation in property funds management with the launch of a new high-yield mortgage trust....
Financial planning
Specialist property fund manager MFS today announced that it had taken a controlling stake in listed resort and holidays group BreakFree while announcing it’s desire to c...
Financial planning
Community and Corporate Financial Services is one of only a number of dealer groups in the country to use credits unions as a referral base. From its humble beginnings in...
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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,...