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Financial planning
Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....
Financial planning
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
Financial planning
The financial services industry is faced with a considerable unknown regarding the future of the bank deposit guarantee, according to IFSA deputy chief John O'Shaughnessy...
Financial planning
Respected researcher Stephen van Eyk will no longer lead the company that bears his name....
Editorial
Impairment charges have combined with a fall in funds under management and a decline in wealth management revenues to see the Commonwealth Bank report a 7 per cent decrea...
Financial planning
Orchard Funds Management will pay distributions on seven of its funds this month, but a number of its other funds remain suspended and facing financing difficulties....
People & Products
Former Liberal party leader John Brogden to take on IFSA top job next month....
People & Products
Former ING chief executive officer of investment management for Asia Pacific appointed to Bennelong compliance committee....
Financial planning
Recent adverse publicity surrounding managed investment schemes has resulted in some companies, including Kimberley Timber, withdrawing their offerings from the market....
Funds management
Good REITs are being discounted to net tangible assets because of their debt structure, according to the chief executive of property manager Real Estate Capital Partners....
Financial planning
The MIS business model is more appropriately used as a short-term funding solution than a long-term proposition, according to the chief executive of Arafura Pearls....
Policy & Regulation
Australian Bight Abalone will be producing a new PDS in July to take advantage of tax breaks being offered to small businesses by the Federal Government....
Financial planning
In the wash up of Timbercorp and Great Southern, Forest Properties expresses confidence that it can sell up to 15 per cent of its property portfolio....
Financial planning
Treasury group points to the attractiveness of listed investment companies....
Financial planning
While good returns help the survival of a boutique manager, a good capital base and back-office are the keys to long-term survival. These attributes were part of the crit...
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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...