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Financial planning
Intra-fund advice should be included in the opt-in debate due to a lack of transparency regarding the way industry super funds finance it, according to Association of Fin...
Financial planning
National Australia Bank has announced that its deputy chief executive, Michael Ullmer, and the UK chief executive, Lynne Peacock, will be stepping down later this year....
Editorial
Since their inception, the eight Platinum international funds have exceeded their respective indexes by a staggering 10 per cent per annum. Robert Keavney explores the cu...
Financial planning
National Australia Bank’s (NAB’s) direct asset management business, nabInvest, has acquired 35 per cent stake in AREA Property Partners – a real estate fund manager based...
Financial planning
After spending less then a year at Colonial First State (CFS), Marianne Perkovic has succeeded Paul Barrett as the new general manager of the CFS advice business....
Superannuation
Platform provider Praemium has launched its self-managed super fund (SMSF) offering, Smart Wrap SMSF, which the company said would engage, rather than create competition,...
People & Products
The Association of Superannuation Funds of Australia (ASFA) has appointed a new director of government relations and strategy, with Gordon Noble poised to take on the rol...
Financial planning
Minority shareholders of AXA Asia Pacific have given the green light to the proposed merger with AMP yesterday, with the acquisition remaining subject to one more approva...
Financial planning
Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....
Financial planning
Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving at a snail’s pa...
Superannuation
Super fund members are reluctant to take up financial advice due to lack of knowledge in what the offering entails and the cost involved, according to research by Profess...
Financial planning
The former co-founder and managing director of OnePath-owned Oasis Asset Management, Wayne Lowe, has taken on a new role as chief executive officer of PSI Group....
Financial planning
A new generation investment platform owned by Investorfirst, HUB24, has added 13 new non-unitised portfolios to its menu....
Superannuation
The SMSF Professionals’ Association of Australia (SPAA) has confirmed its national conference in Brisbane will go ahead as planned in five weeks time, despite conce...
Financial planning
ANZ-owned asset manager OnePath has introduced FundSource as its new fund reporting system, which has cut the collection of performance data for 300 funds from six weeks ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...