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Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
Financial planning
Ernst and Young's Banking Customer Survey for 2012 found Australian banks are not doing enough to satisfy customers, who are willing to switch banks to source lower fees....
Superannuation
The latest Chant West data points to most superannuation fund members ending the year in positive territory, but only just....
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While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...
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Despite announcing it would close its doors in Australia in October, S&P hasn’t dropped the ball, bringing in consistent results from respondents in Money Management’s Ra...
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
Financial planning
Dimensional Fund Advisors' Gerard O’Reilly believes the focus of retirement planning should move from savings in the abstract to consumption planning....
Editorial
Dominick McCormick argues that shares, not bonds, should be the core of long-term portfolios....
Financial planning
Slightly over a quarter (26 per cent) of Australians believe their children will become high income earners by the time they hit their 40s....
Financial planning
Consumer satisfaction with the big four banks has once again fallen while building societies and credit unions continue to maintain a clear lead, according to Roy Morgan ...
Funds management
Certitude Global Investments has changed the name of its HFA International Shares Fund to LHP Global Long/Short Fund....
Financial planning
Australian Ethical board receives strong support to stave off a push from dissident shareholders....
Editorial
During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...
Superannuation
The cost of registering as a self-managed superannuation fund (SMSF) auditor is likely to be in the hundreds of dollars rather than thousands, according to SMSF Professio...
Superannuation
The average return of the median growth superannuation fund has fallen 2.3 per cent in May but there is still a chance of a positive financial year return, according to t...
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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...