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Funds management

27 Jan

Wealth management jobs mostly safe despite bank cuts

Despite ongoing concerns from the Finance Sector Union (FSU) about job cuts and offshoring at the major banks, most of the banks either deny there are set plans to cut jo...

Financial planning

27 Jan

Home-buyers return to lending

The mortgage market is set for a strong start this year as first home buyers take their biggest step towards lending since February 2010, according to new data from RateC...

Financial planning

27 Jan

Big Sky to vote on joining Australian Unity

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

Financial planning

27 Jan

Is FOFA the next step in the evolution of financial advice?

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

Financial planning

27 Jan

Is intergenerational financial advice the answer?

As baby boomers reach retirement and their latter years, intergenerational financial advice might be the answer to continued business growth in the future, according to P...

Financial planning

26 Jan

Mathias Cormann critical of ASIC on shadow shop data

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

Financial planning

26 Jan

Accountants and financial planners key to estate planning

William Buck points to value of accountants and financial planners in estate planning process....

Financial planning

26 Jan

Blue Sky launches on ASX

Recently listed Blue Sky Alternative Investments Limited debuted on the Australian Securities Exchange (ASX) this week after successfully raising $6.47 million in its pre...

Financial planning

26 Jan

Bentleys joins Kreston International

National accounting firm Bentleys Australia has announced it will this year join Kreston International - a global network of independent accounting firms based in the UK ...