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Financial planning
Count Financial subsidiary Countplus has bought dealer group Total Financial Solutions for $11.5 million....
Financial planning
Accountants move to increase their foothold in the financial planning arena with new association....
Financial planning
Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...
Financial planning
Former PIS authorised representative Simon Jones launches legal action against the firm over alleged unpaid commissions and fees....
Financial planning
Over a third of advisers would be affected by the opt-in Future of Financial Reform, although about as many doubted whether the legislation would even be introduced, acco...
Financial planning
Adviser resistance is contributing to the slow adoption of responsible investment (RI) strategies, according to Mercer’s member services and advice leader Jo-Anne B...
Life/Risk
Recently launched insurance product from Macquarie Life, Macquarie Life Active, has reached a $1 million milestone in premiums....
Financial planning
Fiducian has upgraded its FORCe financial planning software it says will improve efficiency in a fee-for-service era....
Financial planning
New model portfolio capability is one of further improvements that will lead to a new generation wrap, according to Macquarie Wrap....
Financial planning
Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...
Financial planning
Half of advisers are incorrectly classifying term deposits as cash, according to PIMCO research....
Top 100
ING Life has once again scooped the top award for the total and permanent disability term and rider category of the Money Management/Dexx&R Adviser Choice Risk Awards...
Editorial
There is a broad attack on commissions in financial services. Robert Keavney considers whether the risk advice industry can survive it, and whether it should survive it....
Top 100
Listening to consumer and adviser demands and embracing technology have been the focal points for the top life companies in this year's Money Management/Dexx&R Advise...
Financial planning
Macquarie Adviser Services and Supercorp Technology have integrated software to automate and streamline self-managed super fund (SMSF) transaction data....
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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...