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Financial planning
A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
Funds management
The Australian market is entering a period of disruption, according to DNR fund manager, Sam Twidale, as newer entrants challenge traditional players. ...
Financial planning
Some of the major banks may have exited their wealth businesses but that has just meant that bank staff are now promoting the financial services products of the companies...
Financial planning
Research and ratings house, Lonsec has made a strategic offer to advice licensees to take control of their managed account portfolios....
Funds management
Australian banks had a turbulent start to 2019 as the Royal Commission outcomes took a toll on the big four banks, according to EY....
Funds management
IOOF remained positive despite third quarter fund inflows well down on the previous corresponding period....
Financial planning
Challenger has reported that a 13 per cent drop in its annuity sales was the result of lower Japanese sales and disruption to the Australian retail financial advice marke...
Life/Risk
Changes to anti-hawking regulations likely won’t impact insurance advisers as their discussions with clients on risk products generally fall within regulatory definitions...
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Financial planning
Job opportunities within the finance and insurance services sector were up 10 per cent in the first quarter of 2019, according to Sunsuper’s Australian Job Index. ...
Financial planning
New research from Raiz Invest has revealed many Australians are in the dark about the state of their personal finances....
Policy & Regulation
Consumers can expect improved justice and recourse should they be victims of wrongdoing by the financial services industry as the result of a Senate Committee report hand...
Policy & Regulation
The Australian Banking Association has defended vertical integration and the ability of the major banks to self-regulate when it comes to ‘simplifying’ such structures....
Policy & Regulation
Financial advisers were notable by their absence from the Australian Securities and Investments Commission’s latest Enforcement Update....
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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,...