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Superannuation
Plan B Group Holdings has entered into a partnership with self-managed super fund (SMSF) service provider Heffron, enabling Plan B to provide SMSF services to its clients...
Funds management
Vanguard Investments has announced it will expand its presence in the exchange-traded fund (ETF) market with the introduction of three new ETFs that will track segments o...
Financial planning
Exchange-traded funds have been the success story of recent years, with growth levels continuing to soar. But could the sector's success also lead to its undoing? Benjami...
Financial planning
While Bennelong Funds Management has typically been favoured by institutional investors, the boutique has flagged increasing interest from the retail sector for its Benne...
Financial planning
Multiport has launched a managed account service in partnership with boutique fund manager EIM Capital Managers....
Financial planning
Guardian has announced a new growth strategy, in which it will be targeting the acquisition of independent financial advisers (IFAs) and releasing an online business heal...
Financial planning
BT Wrap has attempted to address the contentious issue of excess contributions caps through the development of a contributions tracking system....
Financial planning
Life risk advisers are becoming increasingly technologically savvy and are willing to purchase new technology for client service purposes, according to a national survey ...
Financial planning
Morningstar has added to its fund research team with the appointment of an associate analyst and the promotion of three team members....
Financial planning
As breaches of superannuation contributions caps hit an all-time high, advisers must be more vigilant in shifting the liability from themselves onto their clients in orde...
Financial planning
The marketing material for the Zurich Investments Equity Income Fund will be translated into Mandarin to cater for foreign investors....
People & Products
Asteron has appointed ING's Khanh-vy Ho to the role of Victorian sales manager. She will be tasked with increasing the insurer's profile in Victoria's independent financi...
Financial planning
Matrix Planning Solutions has added another practice to its base, with a goal to add a further 10 practices and grow to approximately 120 advisers....
Financial planning
After what has been a difficult year for fund managers, research houses and advisers have started to shift focus from short to long-term performance, according to Hyperio...
Editorial
Stewart Bell looks at the proposed Future of Financial Advice reforms and the changes they have already brought to the industry....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...