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Commonwealth Bank of Australia owned wrap platform Avanteos has lost its chief executive, Serg Premier, following his signing with rival banking giant National Australia ...
Financial planning
The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...
Editorial
The labels ‘value’ and ‘growth’ are simplifications of styles which are much more complex, writes Robert Keavney....
Financial planning
The Federal Government is claiming a victory with respect to the implementation of its superannuation co-contribution scheme, quoting Australian Taxation Office figures i...
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
Financial planning
Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....
Financial planning
The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....
Financial planning
A SIGNIFICANT cultural shift is underway in our attitudes towards retirement....
Editorial
A winter of discontent awaits if you get it wrong on indexing and property syndicates, writes Robert Kavney....
Financial planning
Tower Limited is to merge it’s two New Zealand businesses in a reverse move to last week’s proposal to split its Australian operations through a plan to separately list i...
Financial planning
Yesterday’s deal between the Federal Government and the Democrats, that will see the Government’s stalled choice of super plans passed in the senate, will not aid the con...
Funds management
ING Real Estate Investment Management has appointed an Australian to the role of global chief executive officer, with David Blight given the task of overseeing the groups...
Financial planning
Tower’s wealth management business could separately list on the Australian Stock Exchange (ASX) as early as December, pending the outcome of a review of the proposed spli...
Financial planning
The St George Bank owned Asgard group has revamped its eWrap platform in a bid to boost its appeal to financial planners at a time when advisers are increasingly likely t...
Financial planning
Competition for clients is heating up among financial planning firms, particularly the small to medium boutique firms, but there are some serious service gaps in the prod...
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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...