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Almost one in three clients are considering leaving their adviser, with a lack of face-to-face contact often the kiss of death, a survey found. ...
INDUSTRY NEWS
The Australian exchange traded fund (ETF) market reached a record high of $10.5 billion in funds under management, according to the latest data released by ETF specialist...
INDUSTRY NEWS
RBF introduces default option entailing life stages approach....
INDUSTRY NEWS
Money Management and Super Review have gathered key industry experts to discuss policy options on post-retirement....
INDUSTRY NEWS
The founders of financial planning software platform, AstuteWheel, have added an estate planning component to their software suite....
INDUSTRY NEWS
The founders of Bridges Financial Services are looking to float their managed discretionary account business, managedaccounts.com.au...
INDUSTRY NEWS
AXA Investment Managers has picked up a key mandate, announcing that Mercer's investment business in Australia has allocated $150 million to AXA IM's global investment gr...
INDUSTRY NEWS
ASIC tells a Senate Committee that while Commonwealth Financial Planning has lived up to its enforceable undertaking requirements, further work is required on its breach ...
INDUSTRY NEWS
Synchron has actioned growing its planner numbers on the basis of ASIC’s no-action approach to grandfathering....
INDUSTRY NEWS
Investec sells its professional finance business to BOQ....
INDUSTRY NEWS
Asteron Life has produced new research underscoring both the value of advice and insurance....
INDUSTRY NEWS
A Money Management round-table recently discussed whether financial advisers were appropriately experienced and educated to provide appropriate advice on margin lending....
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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?...