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Compare the pair. It is likely these three words are some of the best known, and most irritating, among financial planners and advisers and have grated with them for the ...

Superannuation • 4 February 2015

A Bundaberg-based building society has agreed to review its lending practices after ASIC raised concerns that it relied too heavily on information from a finance broker....

Financial planning • 4 February 2015

The chairman of Australia’s corporate regulator and his staff spent $45,000 in the second half of last year on international business travel, more than 80 per cent of whi...

Financial planning • 4 February 2015

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

Financial planning • 4 February 2015

The Australia Institute has pointed to the danger of a blow-out in the cost of the tax concessions granted to super....

Superannuation • 4 February 2015

Money Management webinar poll reveals planner caution amid economic uncertainty....

Financial planning • 4 February 2015

Local government’s growing role in our lives has made it imperative to boost financial performance. But with a global survey showing a lack of clear benefits from reform,...

Knowledge Centre • 4 February 2015

Adviser sentiment has plunged to its lowest level in two years across several measures as the financial advice profession is mired in negative publicity....

Financial planning • 4 February 2015

For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...

Superannuation • 5 February 2015

National Australia Bank has reported a solid first quarter trading result with first quarter cash earnings up six per cent on the prior corresponding period to $1.65 bill...

Financial planning • 5 February 2015

The CBA has awarded a $200 million global equity mandate to London-based equity firm Ardevora Asset Management....

Superannuation • 5 February 2015

The Australian dollar may fall below 50 US cents, which should prompt investors to rush towards international assets, an analyst says. ...

Funds management • 5 February 2015

New analysis from Credit Suisse suggests Australian equities may be a big beneficiary of this week’s unexpected rate cut....

Funds management • 5 February 2015

Centric Wealth has promoted financial planning veteran Celia Carroll to head up its Queensland group. ...

People & Products • 5 February 2015

Listed back office investment services provider, MDS Financial Group, will purchase boutique financial planning group Sequoia Wealth Group (SWG) and rebrand all its entit...

Financial planning • 5 February 2015

Accountants moving to become licensed have been given a generous run but are failing in high numbers when applying for a licence according to a former ASIC licensing spec...

Accounting • 5 February 2015

Product manufacturers need to ensure their services and compliance procedures are up to standard, with ASIC set to take a hard-line approach in 2015, according to legal e...

Financial planning • 5 February 2015

The FPA’s Matthew Rowe has questioned the survivability of a number of financial planning organisations....

Financial planning • 5 February 2015

Australia to act as Australasian arm of Deloitte’s chain of Cyber Intelligence Centres....

Financial planning • 5 February 2015

Black River product closes over-subscribed....

Financial planning • 5 February 2015
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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 1 day 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 1 day 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 4 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 4 days ago
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