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Life/Risk
AXA Australia has launched an online tool that gives advisers the ability to track the progress of their clients’ insurance applications....
Financial planning
Tyndall has revamped its portfolio blending tool, the Efficient Portfolio Constructor, in a bid to help advisers create more dynamic investment portfolios....
Funds management
International equities heavy weight Platinum has once again proved popular with financial planners, but new research has revealed there is a rising star in the asset clas...
Financial planning
The so-called ‘superannuation funds bank’, Members Equity, has issued a statement warning consumers against being sold into reverse mortgages by financial planners....
Financial planning
In a first for the finance industry, The Risk Store has launched what it calls a ‘webinar’ series covering life risk insurance....
Financial planning
A ‘quicklink’ function from the Macquarie Wrap adviser homepage and downloadable multiple dealer reports are among a number of new features the group has added to its pla...
Financial planning
IWL Limited has reached a significant milestone, announcing this week that its Portfolio Solutions division branded as Echelon Portfolio has surpassed $5 billion in funds...
Financial planning
Macquarie Bank has launched a new initiative encouraging Australian investors to use debt as an effective way to accelerate wealth creation....
Financial planning
Perennial Investment Partners has moved to extend its reach into the financial planning community and has appointed the former head of distribution at Credit Suisse Asset...
Funds management
Australia’s ageing population is fuelling an upswing in the popularity of listed property funds, with 81 per cent of advisers having placed investments in the asset class...
Financial planning
A new report has been released that is designed to help advisers and investors compare the issues and risks of different income-orientated products....
Financial planning
MLC has moved to address the succession planning issue for its advisers by putting together a Succession and Acquisitions Services team dedicated to guiding planners thro...
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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...