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Financial planning
John Wilkinson follows the progress of the Top 50 Distributors’ funds under advice figures over the past five years....
Financial planning
Financial planners stink and industry funds are great. Or vice versa. Apparently one is supposed to pick a side....
Financial planning
Citing the complexity of insurance advice, Genesys trims risk partner numbers....
Financial planning
ING Australia has improved the flexibility of its Integra Super product....
Financial planning
Perennial Investment Partners has received strong support for its zero fee policy from the Australian platform industry....
Financial planning
In the lead up to the superannuation changes, Aviva has announced it will give advisers more time by keeping its state offices open for a ‘Super Saturday’ on June 30....
Financial planning
Macquarie Investment Lending has added a new functionality to its adviser website, Gear Up, enabling planners to fix clients’ interest rates online via the secure website...
Financial planning
Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation....
Financial planning
A new online resource providing planners with client-tailored solutions in philanthropy through education, tools and accredited training has been launched with the suppor...
Financial planning
Dealer group Total Financial Solutions Australia (TFSA) has renewed its partnership with platform Oasis Asset Management, extending their contract for another five years....
Financial planning
Advisers need to bring balance to the situation of investors rushing to put money into superannuation before June 30 to ensure clients are making the right moves, accordi...
Financial planning
Perpetual has launched a capital protected structured product delivering exposure to a diversified menu of 14 well-rated managed funds....
Financial planning
In an effort to speed up the submission process, MLC has introduced online applications for advisers wanting to access MLC’s MasterKey products....
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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...