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Financial planning

The Financial Ombudsman Service resolved a record number of disputes in the April to June quarter, while the number of disputes received dropped slightly....

Financial planning

One in five candidates would turn down a job that did not grant 'reasonable' access to social media sites such as Facebook at work for personal use, according to new figu...

Superannuation

Stronger share markets are driving superannuation returns back to pre-GFC levels, with retail master trusts leading the way....

Editorial

With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....

Financial planning

CEO bonuses fell significantly in 2011, reflecting a more mature conversation between company boards and their shareholders, an ASCI study shows....

Funds management

Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....

Financial planning

Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....

Financial planning

Financial services companies find themselves more exposed to bribery and corruption....

Financial planning

CCP BidCo remains committed to purchasing all of ClearView's shares, having extended its offer until 28 September 2012....

Financial planning

MYOB research finds small to medium-sized businesses that use cloud computing are more likely to experience positive financial and operational results....

Financial planning

Following Vow Financial Wealth's entry into a joint venture with a financial planning firm in May last year, Vow is clearly focussed on attracting more mortgage brokers, ...

Superannuation

SMSFs are ahead of their institutional counterparts when it comes to allocating to non-traditional emerging markets, according to East Capital....

Superannuation

Despite some questioning of the safety of SMSFs, new research has confirmed SMSF trustees are generally more satisfied than members of other types of superannuation funds...

Financial planning

New insolvencies data suggests financial services firms are weathering the tough times better than most, albeit some advisers and MIS schemes were exposed....

Life/Risk

New life risk annual premiums increased by 38 per cent during the year ending June 2012, with AMP/AXA, CommInsure and MLC capturing the most market share....

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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