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Financial planning
Financial planners increasingly looking to reverse mortgages as a financial strategy for retiring clients who need access to home equity....
Financial planning
Count Financial has announced it will be moving to list its accountancy franchise, Countplus, late next year, irrespective of the markets....
Financial planning
The Federal Opposition has declared it would oppose any increase in the superannuation guarantee in the current economic circumstances but would back a regime of soft com...
Financial planning
Adds $130 million in funds under advice and eight staff to practice....
Life/Risk
Important for workers to review insurance arrangements in the current economic environment....
Financial planning
Research conducted by CoreData shows that Australian financial planners have lost approximately 215,000 clients over the past 12 months. But perhaps even more disturbing ...
Funds management
GDI Property Group has launched a fund to raise $48.5 million to purchase a premium grade office building located in the heart of the Adelaide CBD....
Life/Risk
Plan for Life research shows new premium sales up 10.7 per cent....
Financial planning
Many super funds may not have enough money put aside to compensate members in the event of a major operational risk event, according to Mercer....
Financial planning
Australians who watch for the best interest rates save 2.2 per cent more than savers who leave their money in an account with one of the four big banks....
Financial planning
Challenger Financial Services has reported a mixed result for the March quarter but has performed better than the market average....
Funds management
The APN Property Income Fund outpaced index by over 8 per cent for first the quarter of 2009, but was not subject to the full valuation process of its counterparts....
Financial planning
Revenue down almost 30 per cent for 2008, net profit before tax down 57 per cent but overhead expenses reduced by more than 4 per cent....
Funds management
A recent study shows females are focused and forward-looking on financial strategies, writes KRISTY SHEPPARD....
Financial planning
Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...
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Podcast
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...