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A committee set up by the International Organisation of Securities Commissions found investors in many jurisdictions had unsatisfactory knowledge about basic financial co...

Financial planning • 5 November 2014

SME owners are being urged to seek financial advice to develop an exit plan or face a bleak retirement. ...

Financial planning • 5 November 2014

Regulation to stall investment lending is unnecessary and could have disastrous consequences on regional growth, according to Mortgage Choice. ...

Financial planning • 5 November 2014

The Commonwealth Bank has shrugged off its challenges to post a solid quarter....

Editorial • 5 November 2014

Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....

Life/Risk • 5 November 2014

New white paper warns that member direct strategies may backfire on industry funds seeking to halt leakage of members to SMSFs....

Superannuation • 5 November 2014

Industry fund VicSuper has broken new ground by partnering with Challengers to produce an annuities offer to members....

Superannuation • 6 November 2014

Online rating systems for planners have low levels of penetration and produce inconsistent results that will not assist in building trust in the financial advice sector...

Financial planning • 6 November 2014

Victims of the Trio Capital collapse have accused the Federal Opposition of jumping on their bandwagon for political populism....

Funds management • 6 November 2014

APRA-regulated fund members demand advice and good communication if super funds want to retain them, but most are not ready to pay for this advice. ...

Superannuation • 6 November 2014

Financial planner ratings business, Adviser Ratings, claims 850 adviser sign-ups....

Financial planning • 6 November 2014

Former CommFP and ANZ Wealth executive, Paul Barrett has emerged at the head of an Italian-backed move to build a new financial planning business....

Financial planning • 6 November 2014

Trident Investment Management has paid a $10,200 fine for the potentially misleading promotion of some of its investment funds. ...

Financial planning • 6 November 2014

Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...

Financial planning • 6 November 2014

AIS selected by Western Australia’s RAC to provide life and accident cover....

Financial planning • 6 November 2014

AMG completes transaction with Asian equity manager, Veritas AM....

Financial planning • 6 November 2014

De Vere launches Investment Strategy Division. ...

Financial planning • 6 November 2014

DomaCom looks to tap Singapore Exempt Investors....

Financial planning • 6 November 2014

TAL completes rationalisation of super funds with appointment of three independnet trustees....

Financial planning • 6 November 2014

An online registry has been launched by Sophisticated Access to look after sophisticated investor certificates online....

Financial planning • 6 November 2014
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week 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 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
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