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Financial planning
Lonsec delivers Perennial Value Wealth Defender Australian Shares Trust a ‘recommended’ rating....
Life/Risk
BT Financial Group has been named Risk Company of the Year in the Money Management/DEXX&R Risk Company of the Year Awards....
Financial planning
Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...
People & Products
SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...
Financial planning
Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....
Financial planning
Tail winds help BTIM to sail to record full-year result....
People & Products
Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Financial planning
More Australian millennials trust financial service providers than those around the world, but few have seen retirement products targeted at them, an international study ...
Financial planning
Partners Group Global Value Fund accept on BT and Macquarie platforms....
Superannuation
People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...
Superannuation
Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...
Financial planning
BTFG’s Ascalon takes strategic stake in Morphic....
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
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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...