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Financial planning
BT Financial Group has appointed Jane Watts as general manager of Westpac Private Bank, following the departure of Jan Swinhoe....
Editorial
With the private equity 'barbarians' rattling Perpetual's gates, Mike Taylor writes that there will be plenty of interest in the future of the company's Private Wealth bu...
Funds management
Count Financial and Professional Investment Services are adapting to the new world order....
Life/Risk
With underinsurance continuing to be a problem in Australia, a panel of advisers has agreed the onus is on the industry to address the problem from within, rather than re...
Financial planning
AXA-owned Genesys Wealth Advisers has completed the first stage of an equity offer to member firms, but despite almost 80 per cent of member firms taking part the offer f...
Funds management
Count Financial has selected Bell Direct’s Desktop Broker as an additional online equity trading platform....
Financial planning
Centric Wealth has released its own professional standards of best practice, which have received the endorsement of the Financial Planning Association (FPA)....
Financial planning
Industry Super Network chief David Whiteley has sought to proclaim a new accounting standard as a fork in the road for ethical advice....
Editorial
ANZ reports strong profit but remains low-key on growth in wealth management....
Funds management
NAB reports bumper profit, and gives some of the credit to the strength of NAB Wealth and MLC....
Superannuation
The Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has appointed Peter Crump and Andrew Hamilton to its board....
Superannuation
The Self-Managed Super Fund Professionals’ Association of Australia does not support the ban on asset-based fees that has been proposed by the Accounting Profession...
Financial planning
Count Financial expects that its strategic software partnership with Iress Market Technology will result in a 50 per cent increase in productivity of the advice process, ...
Financial planning
Count Financial has handed its investment research mandate to Lonsec, ending a long-term relationship with van Eyk Research....
Financial planning
DKN’s Phil Butterworth warns that the price of reform may be fewer and much busier planners....
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MARKET INSIGHTS
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...