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FINANCIAL PLANNING

INDUSTRY NEWS

Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....

INDUSTRY NEWS

With the Athens Olympics now consigned to the history books, the focus for the next four years turns to China and Beijing. China was also the focus of a recent industry f...

INDUSTRY NEWS

Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...

INDUSTRY NEWS

So you’ve heard of individual managed accounts (IMAs), but are unsure where they fit in when it comes to your clients’ investment portfolios?...

INDUSTRY NEWS

The Financial Planning Association will review the role and tasks under taken by financial planners on an ongoing basis as part of a strategy to ensure its continuing adv...

INDUSTRY NEWS

The Australian Democrats have indicated they will back a policy to ban commissions on compulsory superannuation guarantee (SG) contributions if it is shown financial advi...

INDUSTRY NEWS

The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...

INDUSTRY NEWS

ING has completed the re-branding of its wrap services under a single name and has set its eyes on the distribution network of ANZ after opting to remove the safety nets ...

INDUSTRY NEWS

Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...

INDUSTRY NEWS

Macquarie Adviser Services is targeting selective Australian boutique and international fund managers to partner with after unveiling a new business arm yesterday - Macqu...

INDUSTRY NEWS

Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...

INDUSTRY NEWS

Tower’s wealth management business could separately list on the Australian Stock Exchange (ASX) as early as December, pending the outcome of a review of the proposed spli...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago