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Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

Financial planning • 10 February 2015

Accountant, Mervyn Ross Tarrant, has failed to have a seven-year ban from providing financial services overturned by the Federal Court of Australia....

Financial planning • 10 February 2015

Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....

Financial planning • 10 February 2015

Constant flip flopping of FOFA laws have left advisers in limbo over what regulations constitute as law, Holly Nethercote believes....

Financial planning • 10 February 2015

ASIC issues fraudster warning...

Financial planning • 10 February 2015

A former financial adviser has been jailed for defrauding more than 150 of her clients over two decades. ...

Financial planning • 10 February 2015

With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....

Financial planning • 11 February 2015

Better general and life performances help Suncorp post stronger half....

Financial planning • 11 February 2015

A former NAB executive will launch an online entry level advisory service aimed at consumers who do not require comprehensive advice or fall outside typical the client ty...

Financial planning • 11 February 2015

Former UBS managing director Colin Woods has launched his own funds management house, Pan-Tribal Asset Management. ...

Funds management • 11 February 2015

Commbank has continued to perform despite some struggles within its wealth management businesses....

Financial planning • 11 February 2015

Advice identified as critical element in the successful development of guaranteed products....

Financial planning • 11 February 2015

A doctor-style fee-for-service model for all advice, including life insurance, would create unsustainability in the financial planning sector and prevent specialisation, ...

Financial planning • 11 February 2015

SPAA has changed its name to the SMSF Association ahead of its conference in Melbourne next week....

Superannuation • 11 February 2015

Nikko Asset Management launches new product aimed at insto market....

Financial planning • 11 February 2015

Centuria recruits BDM with internatioanl investment bond market experience....

Financial planning • 11 February 2015

Parametric grows its Australian team with new senior analyst....

Financial planning • 11 February 2015

Nikko AM recruits Blackrock IM’s Rob Bluzmanis as head of Wholesale Accounts....

Financial planning • 11 February 2015

Fortnum recruits Sal Torrisi to lead its invesetment administration arm....

Financial planning • 11 February 2015

Macquarie has added international listed securities and domestic fixed income investment classes to its platform, Macquarie Wrap, following adviser demand for diversifica...

Funds management • 12 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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