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Risk Survey

Risk Survey

Given today’s increasing complex marketplace, we would like your thoughts on what the major risks are that you see for our industry, your business and yourself for 2015.

Little Black Book

Little Black Book

Little Black Book

NAB SR App

NAB SR App

NAB SR App

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Rate The Raters 2014

Rate The Raters 2014

Rate The Raters 2014

News

Insurance broker banned from FS

Insurance broker banned from FS

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ASIC has banned a Sydney-based insurance broker from the industry for three years after he allegedly failed to pass on collected premiums to insurers.

Successful investing: how to handle cycles

Successful investing: how to handle cycles

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The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take advantage of cycles?

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Value of advice unproven to consumers

Value of advice unproven to consumers

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The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser Ratings campaigns.

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SMSF Essentials

SMSF set-up fears unjustified

SMSF set-up fears unjustified

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SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs.

SMSFs - are they still worth it?

SMSFs - are they still worth it?

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With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of SMSF auditors, the time must…

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Analysis

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Industry Wrap-up

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Opinion

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New approaches to asset allocation

New approaches to asset allocation

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Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, which examines how financial…

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Successful investing: how to handle cycles

Successful investing: how to handle cycles

0

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take advantage of cycles?

Sponsored content
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Blue Book

Macquarie Specialist Investments
E&W Strategic Partners
Bennelong Long Short Equity Management
DomaCom Limited
MyPlanner Australia
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Deakin University - Faculty of Business and Law
SMSF Alliance
Bennelong Australian Equity Partners
WealthMAP
Moore Stephens Queensland
Kardinia Capital
International Institute of Technology
Implemented Portfolios
eVestment
Edwards Executive Consulting
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