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Financial planning

All investors who have participated in a $29 million class action against Fincorp Investments will receive their settlement cheques by Christmas, according to the update ...

Financial planning

Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...

Financial planning

AMP has announced a range of upgrades to its retail and corporate superannuation products and moved contemporary super products to the short form PDS regime....

Financial planning

MLC has recruited from AXA again, adding three more members to its retirement solutions team....

People & Products

ClearView Wealth has appointed Scott Hodgson as its chief underwriter, responsible for all underwriting operations including policies, procedures, individual risk assessm...

Financial planning

<b>S&P Data:</b> Standard & Poor's Star Ratings are a forward looking qualitative assessment of a manager's ability to consistently generate superior risk-adjusted fund r...

Financial planning

A former Sydney-based financial adviser yesterday faced a Sydney court charged with fraud following an ASIC investigation....

Life/Risk

AMP has made enhancements across its individual and group insurance products as well as simplifying processing and end-to-end service time....

Financial planning

Advertised financial planning industry job vacancies have fallen over the last three months to 31 October 2011 due to regulatory change and institutional mergers, accordi...

Financial planning

It has been a turbulent year in the financial planning industry, with a number of executives losing their positions as the consolidation in the market continues....

Financial planning

The Australian Securities and Investments Commission has accepted an enforceable undertaking (EU) from Trood Pratt & Co auditor Peter Lockyer....

Superannuation

The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...

Superannuation

The gap between industry super funds and the big six retail superannuation funds has significantly shrunk over the past year in terms of customer satisfaction, according ...

Funds management

AMP Bank has introduced upfront property valuations for mortgage brokers and financial planners submitting loan applications on behalf of their customers....

Financial planning

Standard & Poor's has withdrawn the ratings on two ING Investment Management (INGIM) share funds following the termination of the funds, effective 6 October 2011....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 days 2 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 6 days 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 ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

4 days 20 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 6 days ago