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Financial planning

Vertically integrated dealer groups - weighing up the pluses and minuses

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

Financial planning

Education that will shape financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Financial planning

'Benign instos’ on the rise

The big institutions are dropping their product push mentality to attract more advisers. ...

Editorial

Govt sending signals on changes to default funds regime

Mike Taylor writes that Government Senators are sending plenty of messages about impending changes aimed at opening up the default funds under modern awards regime. ...

Financial planning

First Financial chooses BT Select

Crowe Horwath planning play, First Financial, opts to go with BT Select. ...

Life/Risk

The challenges faced by risk advisers in 2014

The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...

Editorial

The role of emerging markets in a diversified investment strategy

Marcelle Murphy from Advance explores the role of emerging markets in a diversified investment strategy....

Financial planning

Key executive changes at UniSuper

UniSuper has announced key organisational changes aimed at sharpening its service delivery. ...

Editorial

Biggest winners in 2013 - women in financial services

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

Financial planning

Advice reality show creating buzz

The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...

Editorial

Employer strives for gender equality

BT Financial Group has won Employer of the Year in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

Financial planning

Fiona Trafford-Walker named Woman of the Year

Founder of Frontier Advisors Fiona Trafford-Walker has been named Woman of the Year as part of the Money Management/Super Review inaugural Women in Financial Services Awa...

Editorial

ASIC set to crackdown on financial planner payments

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...