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Financial planning

National Party rejects all agricultural MIS's as unfair to legitimate primary producers....

Funds management

Sector returns reach 1.1 per cent in August, inflows of $4.5 billion....

Financial planning

A new survey of employment intentions forecasts a rebound in the last quarter but suggests financial services will not be so buoyant....

Superannuation

Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...

Financial planning

Fifty per cent of FSU members say they feel obliged to sell products whether customers need them or not....

Editorial

Plunges more than 71 per cent during financial year despite revenue increase....

Financial planning

Satisfaction with financial planner's super advice below market average....

Editorial

But equity and property market devaluations over the financial year hit revenue....

Editorial

Prime Financial Group has posted a 55 per cent fall in net profit after tax for the 2009 full year, partly as a result of a 30 per cent fall in financial planning recurri...

Editorial

Austock records net loss of $20.9 million for the 2008-09 financial year, while financial planning team grows funds under management in first year....

Editorial

In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order...

Editorial

Suncorp's profit for the 2008-09 financial year fell 40 per cent in what chairman John Story called a challenging year for the group....

Editorial

Dealer group suffers impairment charges of $17 million and funds under advice drop 16 per cent....

Financial planning

A significant fall in funds under management and income in Challenger Financial's funds management business, as well as investment losses in its life business, has contri...

Editorial

Despite software cancellations, revenue for wealth management division up 4 per cent....

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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’...

6 days 10 hours ago

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

1 month 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 1 week ago

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

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days 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...

2 weeks 4 days ago