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Financial planning
FIIG Securities' Stephen Hart examines fixed income assets and explores the arguments relating to direct investment or the use of managed funds....
Financial planning
A potential buy-out of Peter Daly's Australian Financial Services Group (AFS) has collapsed at the final stages....
Financial planning
Improving online capability is only the start of technological innovation in the financial services sector with the next milestone being mobile capacity, according to tec...
Financial planning
Exchange traded funds, direct equities, direct fixed interest and structured products are some of the areas AXA’s research team is keeping an eye on at the moment, ...
Financial planning
AXA Australia has rolled out its new adviser portal called adviserweb, which allows both advisers and clients to interact with AXA through a single log in gateway....
Financial planning
Allegations of breaches of corporate confidentiality have been made against AXA-owned dealer group Genesys Wealth Advisers by the former chair of its National Advisory Co...
Financial planning
Structural reform taking place in the financial advice industry is putting downward pressure on financial planning practice sale values....
Life/Risk
Genesys Wealth Advisers has picked Asteron as its 6th insurance partner....
Financial planning
Four equity funds from AMP, AXA and Clime were placed in the ‘fallen angels’ category by Standard & Poor’s fund rating trends summary for the first ...
Top 100
Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...
People & Products
AXA Investment Managers has appointed former Mercer global chief investment officer Tim Gardener to head its global consultant relations unit....
Financial planning
NAB offers divestiture of North to IOOF to secure acquisition of AXA....
Financial planning
As Australia's population continues to age, Virginia Harrison looks at the recent developments in the retirement products sector, and asks: is enough being done to addres...
Financial planning
After the ownership changes of recent years, Genesys Wealth Advisers is now paying full attention to its member firms....
Financial planning
Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...
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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...