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Financial planning
Australia’s fund management industry continues to grow with the latest data released by actuarial firm Plan for Life revealing that retail managed funds grew by $19.5 bil...
Financial planning
Nearly half of first time retail hedge fund investors involve a financial planner in the transaction, according to a new Macquarie/Investment Trends Alternative Investmen...
Financial planning
Financial services organisations in general have still not properly addressed the issue of operational risk, according to a survey of the industry performed by chartered ...
Editorial
Amid the reaction and commentary regarding the second Intergenerational Report released by the Treasurer recently, a delve into the report itself gives us some pretty enc...
Financial planning
AXA has constructed a new professional indemnity insurance deal for its advisers that, according to independent research, will set their premiums around 50 per cent lower...
Financial planning
With the fixed interest index returning 6.4 per cent, investors should be seriously looking at re-entering the sector, according to Tyndall head of bonds Roger Bridges....
Editorial
For investors looking for the right combination of property exposure, liquidity and diversification, ‘hybrid’ property funds are emerging as a winning strategy, writes MA...
Financial planning
Dealer group Total Financial Solutions Australia (TFSA) has renewed its partnership with platform Oasis Asset Management, extending their contract for another five years....
Financial planning
Australian superannuation funds are now well on their way to generating a further round of double digit returns for members, according to the latest data released by Sydn...
Financial planning
About 5 per cent of the 35,000 customers affected by the AMP Financial Services enforceable undertaking have asked for a review of the advice provided to them, according ...
Financial planning
The new Simpler Superannuation rules have divided baby boomers, with a new study revealing the generation is split three ways on the debate....
Financial planning
Sentiment among Australian financial planners is about as good as it gets, according to the latest ASSIRT Wealth Insights data....
Funds management
As hedge funds grow in popularity within the Australian market, comparisons are made between the $500 billion US industry and the burgeoning Australian hedge fund environ...
Superannuation
Many people aged over 45 have robust expectations of what amount of money they will need for retirement, but the reality is 29 per cent will end up returning to work, acc...
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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...