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FINANCIAL PLANNING

INDUSTRY NEWS

The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...

INDUSTRY NEWS

Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...

INDUSTRY NEWS

Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...

INDUSTRY NEWS

Macquarie’s private equity arm is to raise its compliance standards after giving an enforceable undertaking to the Australian Securities and Investments Commission (ASIC)...

INDUSTRY NEWS

The Senate Select Committee enquiring into superannuation has sealed the fate of portability regulations, using its majority report to veto the Government’s decision to p...

INDUSTRY NEWS

Counterpoint is to provide investment research and portfolio design services to the Snowball Group following incumbent research and asset consultant to the group, Dominic...

INDUSTRY NEWS

The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...

INDUSTRY NEWS

The Financial Services Complaints Tribunal (FICS) is continuing to streamline its complaint processes towards more conciliation orientated outcomes, six months into the i...

INDUSTRY NEWS

Markets in August provided growth-oriented superannuation funds with another bumper month of returns, reinforcing the notion that investors should focus on long-term inve...

INDUSTRY NEWS

The Australian Labor Party (ALP) has emerged as the only major critic of the superannuation deal struck between the Government and the Australian Democrats to introduce a...

INDUSTRY NEWS

InvestorWeb Research, in an attempt to increase its brand awareness in the market, has signed a deal to offer its full range of research services to students of financial...

INDUSTRY NEWS

Colonial First State general manager distribution Richard Nunn has moved swiftly to “remove any overlapping of responsibility and accountability” within the group’s distr...

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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...

16 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...

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So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

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Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

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

2 days 11 hours ago