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Financial planning
The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...
Financial planning
Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....
Financial planning
Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Adviser...
Financial planning
Appointments will focus on providing more support to advisers....
Funds management
In the wake of the collapse of the property sector, significant value can be gained by looking for the right mix of undervalued properties....
Financial planning
A member of the Ripoll Inquiry expresses concern that Commonwealth Bank CEO Ralph Norris will not be personally fronting committee hearings in Sydney this Friday....
People & Products
ING Real Estate Investment Management announces key senior executive and board changes....
Financial planning
The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....
Financial planning
FPA chief executive Jo-Anne Bloch tells Parliamentary Inquiry it must not focus on just certain groups....
Financial planning
Recovering markets assist ANZ but struggling NZ continues to act as a drag....
Financial planning
The sons of the principal of a Melbourne advice firm currently under receivership have started up another firm under the licence of dealer group Australian Financial Serv...
Financial planning
IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Financial planning
Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...
People & Products
Professional Investment Services has appointed the final member of its new-look management team, with Kelly Wyman joining as group general manager, services....
Financial planning
The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...
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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...