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Financial planning

The Bank of Queensland has had a solid twelve months, with its growth strategy delivering an underlying profit surge of nine per cent, to $521.7 million. ...

Policy & Regulation

Small business satisfaction for the Federal Government seems to be dipping, with many saying it does not understand issues impacting many sectors. ...

Funds management

Certitude Global Investing Intention Index (CGIII) reveals active Australian investors are looking to increase exposure to international markets but are wary of global ma...

Financial planning

Strong performances across a range of categories has seen Mercer’s standing among financial planning dealer groups rise, the second part of Money Management’s Rate the Ra...

Financial planning

Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...

Financial planning

Addressing the issue of pay inequality between men and women is critical to bringing more women into senior roles, TAL chief executive, Jim Minto believes. ...

Financial planning

Eighty per cent of Australians are not receiving financial advice because of the failure of traditional advice models, according to Provisio Technology (Provisio)....

Policy & Regulation

Conflicted remuneration bans have monumentally changed the way advisers make their money, with the commission model replaced by a move to fixed fees, according to the cor...

Superannuation

Almost half the population do not have a proper understanding of insurance within their super, especially generation Y (under 32)....

Australian super funds have started the new financial year on a positive note, with the median growth fund returning 0.8 per cent....

Financial planning

More Australian millennials trust financial service providers than those around the world, but few have seen retirement products targeted at them, an international study ...

Funds management

Three providers dominate the ETF sector which has recorded high levels of growth and inflows ...

Financial planning

Social media doesn’t play a major role in most advisers’ marketing strategies, with the majority still favouring traditional pathways like referral networks, a survey has...

Financial planning

ASIC’s proposal to include financial literacy in the education system is a good one but financial literacy has to start at home from the parents, a personal loan speciali...

Funds management

Demand for international assets took a beating in August 2014 by two per cent but high net worth (HNW) investors are bucking this trend...

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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....

3 weeks 2 days ago

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

1 week 4 days ago

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

1 week 2 days ago
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