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Advisers can adapt a combination of retirement income strategies such as probability-based or safety first, depending on clients’ needs, Aaron Minney writes. ...

Tools & guides • 28 May 2015

The divide between passive and active management is a false one with both sides are able to show the benefit of proper execution and the drawbacks of poor management. ...

Funds management • 28 May 2015

In the sixth of a series on equity investing, Hugh Young explains why long-term competitive advantage is so important when looking for companies in which to invest....

Tools & guides • 28 May 2015

With research illustrating the high costs of under-insurance, advisers have a vital role in helping consumers understand the importance of adequate insurance cover, Jim M...

Tools & guides • 28 May 2015

The GFC may have seen a push for annuities, but a well-diversified portfolio, rather than just a defensive one, can hold retirees in good stead. ...

Financial planning • 28 May 2015

Advisers may be eager to use annuities but until rigid product definitions and the inconsistent tax treatment of annuity products are removed, innovation will be shackled...

Financial planning • 28 May 2015

Australia has one of the highest ageing population rates in the world but legislation continues to shackle innovation. Malavika Santhebennur explores whether any progress...

Financial planning • 28 May 2015

Anna Mirzoyan looks at how the family trust structure can protect and distribute family assets in a tax efficient way....

Tools & guides • 28 May 2015

Novion securitiesholders have backed a proposed merger with rival retail property group, Federation Centres that will form the country’s second largest shopping centre gr...

Life/Risk • 28 May 2015

India’s new government looks to encourage foreign investment through fixed income and equities as its market opens up, HSBC said....

Funds management • 28 May 2015

The creators of AdviserLogic software launched a cloud-based revenue management software specifically for Australia’s financial services licensees....

Financial planning • 28 May 2015

With the expectation that retirement will last longer than childhood habitual saving is the most effective strategy for a healthy retirement fund, according to an Aegon s...

Financial planning • 28 May 2015

Infocus Wealth Management has partnered with TWUSUPER to provide financial advice services to its members....

Financial planning • 28 May 2015

The FPA has called on members to promote their professionalism and education to MPs and clients as part of a grass roots effort to overturn negative perceptions of advice...

Financial planning • 28 May 2015

The dealer group play being run by Paul Barrett and backed by Italy’s Azimut has taken a 51 per cent stake in Adelaide’s Pride Advice....

Financial planning • 28 May 2015

New research reveals planners’ challenge to extend their market beyond mostly wealthy, late middle-aged men....

Financial planning • 28 May 2015

In a bid to encourage philanthropy the Government has simplified the valuation requirements for donations of listed shares and managed funds....

Financial planning • 29 May 2015

The small cap sector will go through a restructure as resource stocks drag down the sector prompting managers to be more selective according to Lonsec....

Funds management • 29 May 2015

Centrepoint Alliance has appointed the former deputy CEO of the FSC to its board as a non-executive director continuing its governance renewal program....

Financial planning • 29 May 2015

Clients of suspended stockbrokers BBY Ltd will be transferred to other brokerages after the company entered voluntary administration last week....

Funds management • 29 May 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 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 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 3 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 3 days ago
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