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Financial planning

18 Jan

Mutual bank leads with video call centre

Defence Bank - the mutual bank formed out of the old Defence Force Credit Union - has established Australia's first video call centre at its Melbourne head office....

Financial planning

18 Jan

Key North American win for Colonial First State

Colonial First State Global Asset Management has secured its biggest-ever mandate win in North America....

Financial planning

18 Jan

Experts' Choice passes $1 billion milestone

Hillross Financial Services attracts over $1 billion in funds under management (FUM) to its Experts' Choice Funds multi-manager product range....

Superannuation

17 Jan

Radical change in pipeline for SMSF advisers

Time is running out for financial planners and accountants working in the SMSF space to make crucial decisions before legislative changes come in, according to SPAA....

Financial planning

17 Jan

RI Advice to disclose commissions from 1 July

RI Advice will voluntarily include commissions in its fee disclosure statements, according to the licensee's head of practice development Peter Ornsby....

Financial planning

17 Jan

Licensees focusing on adviser reviews

AFSLs are placing greater focus on monitoring and supervision of their financial planner networks, according to Kate Humphries, general manager of Pathway Licensee Servic...

Financial planning

17 Jan

Planners eye Asia-targeted luxury manufacturing

Financial planners are increasingly looking to invest in Asia via exposure to luxury goods manufacturing in developed regions, according to Investment Trends....

People & Products

17 Jan

Securitor appoints national manager, insurance

Melissa Crawford has joined dealer group Securitor as national manager, insurance....

Financial planning

17 Jan

BlackRock positive on Australia

The BlackRock Sovereign Risk Index has painted a positive picture of Australia - but it was an assessment made on the presumption the Government could deliver a Budget su...

Financial planning

17 Jan

Advisers told not to overstep the mark on social media

Social media may help to build strong professional relationships - but it is crucial for financial advisers to have in place an online strategy to avoid overstepping pers...