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FINANCIAL PLANNING
INDUSTRY NEWS
With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...
INDUSTRY NEWS
The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...
INDUSTRY NEWS
A new study has confirmed member investment choice has been sweeping though the Australian superannuation industry....
INDUSTRY NEWS
NSP Buck’s personal financial services division hopes to double its planner numbers by December in an aggressive move on the retail financial planning market....
INDUSTRY NEWS
"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are reluctant to utilise the services of paraplanners....
INDUSTRY NEWS
A far reaching recent court judgement is being viewed as a wake-up call for financial planning dealer groups, highlighting the need to keep an eagle eye on their adviser ...
INDUSTRY NEWS
Wanted: Financial planners. Start: yesterday. There is a chronic shortage of skilled financial planners emerging, as demand for high end planners far outstrips supply. ...
INDUSTRY NEWS
MLC has unveiled a new investment system for advisers which, it says, will take the master trust concept into a new era....
INDUSTRY NEWS
Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...
INDUSTRY NEWS
Former Financial Wisdom financial adviser Stuart John Forsythe has been gaoled for six years by the Newcastle District Court on 33 Aus-tralian Securities and Investment C...
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Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...