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Financial planning
More than a million customers have ended their relationship with a financial institution in the past year, with ANZ reporting the highest proportion among the major four ...
Funds management
Funds management director Caroline Saunders made redundant after strategic review of Barclays’ funds management operations...
Funds management
Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Financial planning
The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...
Life/Risk
Strong risk sales follow two quarters of falling sales...
Editorial
In May, the Federal Reserve signalled its intent to taper unconventional policy easing. Andrew Dowie explores the reasons behind this decision and outlines what it means ...
Rate the raters
If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
People & Products
Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....
Financial planning
Non-aligned mortgage brokers now provide around 23 per cent of all home loans to borrowers, according to the Mortgage and Finance Association of Australia (MFAA)....
Financial planning
Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Superannuation
Bowen defends costs associated with MySuper and suggests fund members impacted by higher charges should look elsewhere....
Editorial
Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
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MARKET INSIGHTS
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...