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The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial Planning Services (Australia) has risen rapidly through the dealer group ranks, writes Freya Purnell....
While Mercer has been entrenched in the asset consulting scene for many years, it is a relatively new player in the retail research space. Freya Purnell looks at the rise...
The retail research space is flooded with players, but how are financial planning practices making use of their services? Freya Purnell reports....
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
Challenger Financial Service Group has hit back at industry suggestion it is paying over the odds for adviser firm Associated Planners Financial Services....
The Federal Opposition has signalled it will introduce sweeping changes to make superannuation more simple and safer to achieve higher retirement incomes for Australians ...


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...