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FINANCIAL PLANNING

INDUSTRY NEWS

Hub provider InvestmentLink will now offer consolidated data for 13 platforms and fund managers via its e-Portfolio Transaction Service after the addition of the recently...

INDUSTRY NEWS

Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....

INDUSTRY NEWS

Financial planning dealer Mawson Group has appointed former Tower Australia executive Les Mace as its chief executive officer almost a year since former group head Robert...

INDUSTRY NEWS

The hardest thing about implementing a service culture, according to financial adviser Sylvia Dickson from Dickson Bonacci, is defining what a service culture actually is...

INDUSTRY NEWS

If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....

INDUSTRY NEWS

An ageing Australia will provide financial planners with greater opportunities. Julie Bennett reports....

INDUSTRY NEWS

If this is your first time – take some tips from FPA groupie, Nick Bruining....

INDUSTRY NEWS

Potential changes in legislation have made dealing with reasonable benefit limits (RBLs) for superannuation more complex, despite Government claims it is simpler, says To...

INDUSTRY NEWS

Using technology to improve back-office efficiency is fine, but without a proper document management system in place it will never work, says Jim Kilkenny of Kilkenny Ros...

INDUSTRY NEWS

Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...

INDUSTRY NEWS

It wouldn’t be an FPA convention without motivational speakers. Julie Bennett asked Carolyne McCourtie to share her philosophy....

INDUSTRY NEWS

If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....

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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...

4 days 13 hours ago

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

1 week 4 days 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....

6 days 9 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 6 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...

2 weeks 5 days ago