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FINANCIAL PLANNING

INDUSTRY NEWS

Over the past five years, advisers have watched from the sidelines as a number of retail financial services groups have been sold with what seem to be large price to earn...

INDUSTRY NEWS

“Hello, Nick Bruining speaking.”...

INDUSTRY NEWS

An administration product, in isolation, offers a very narrow service to clients. ...

INDUSTRY NEWS

Investment researchers van Eyk Research recently completed its annual survey of Australian fixed interest managers. The firms senior analyst, Angela Ashton, found most fi...

INDUSTRY NEWS

IFSA’s first comprehensive financial services conference will kick off on Monday evening, July 19 and run through until 5pm Wednesday July 21 at Melbourne’s Convention Ce...

INDUSTRY NEWS

Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....

INDUSTRY NEWS

In discussions with financial planners about wrap accounts, it is clear that their full ramifications, potential difficulties and the totality of possible benefits are no...

INDUSTRY NEWS

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...

INDUSTRY NEWS

Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...

INDUSTRY NEWS

The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...

INDUSTRY NEWS

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

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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...

6 days 19 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 6 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....

1 week 1 day ago

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

4 weeks 1 day 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 ago