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Financial planning
Funds being allocated to superannuation and other forms of retirement incomes are continuing to grow strongly according to the latest data produced by research house Dexx...
Financial planning
The financial planning arm of the HSBC bank has signed the Aviva-owned Navigator master trust as one of only three preferred platforms for its advisers....
Financial planning
A new set of guidelines on conflicts of interest which will impose tougher requirements on advisers than those introduced by the Australian Securities and Investment Comm...
Financial planning
Investments in life insurance grew by 11 per cent over the year to September 2004 according to the latest statistics from Melbourne based research group Plan For Life....
Financial planning
Most fund managers would view the loss of near on $2 billion in investment mandates as a serious blow to their portfolio management capability egos, not to mention the li...
People & Products
Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...
Financial planning
Advance Asset Management has turned to boutiques to provide the investment expertise in its new small companies fund after its existing fund in the sector was partly clos...
Financial planning
Citigroup / Citicorp and National / MLC Group have emerged as the big winners in retail net funds flow for the September 2004 quarter, according to the Assirt Research Ma...
Financial planning
Deakin Financial Services Group has amassed a war chest of $6 million, which it plans to use on acquisitions to grow its business in an attempt to compete with much bigge...
Financial planning
Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....
Financial planning
Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...
Funds management
AXA is preparing to boost the property related products it has on offer for advisers with both a domestic and international property fund in the pipeline at the group....
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
Liam Egan talks to the financial planner wrapping it up for UK advisers....
Financial planning
Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August 26) raise some interesting challenges and concerns for ins...
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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...