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Financial planning
DST International has introduced a new feature to its HiPortfolio/3 Investment Accounting Solution to help financial services institutions more easily and accurately mana...
Financial planning
The Financial Industry Complaints Service has undertaken to respond to concerted criticism from within and without the financial services industry over its performance an...
Financial planning
A new Sydney-based boutique funds management group called Pinnacle Investment Management has been established by Wilson HTM Investment Group and will be headed up by form...
Financial planning
Independently owned dealer group Mawson Securities Group is poised to merge with an as yet undisclosed dealer group of a slightly smaller size and similar culture....
Financial planning
Wealth management made a significant contribution to a record $1 billion profit posted by Queensland-based Suncorp today....
Financial planning
The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...
Financial planning
The Financial Planning Association (FPA) has made a change to the activities it deems acceptable for its practitioner members to fulfil their continued professional devel...
Financial planning
The Financial Planning Association wants to develop a co-regulatory approach with the Australian Securities and Investments Commission, but is prepared to do more in term...
Superannuation
Two new self-managed superannuation fund courses offered by the University of Adelaide have become the first ever university courses to be accredited by the SMSF Professi...
Financial planning
Western Australian-based financial services and stock broking firm Hartleys, with over $500 million in funds under advice, has agreed to continue to use support systems p...
Financial planning
Schroders Investment Management has a new Australian chief executive officer, announcing today that it had appointed its head of product, Asia Pacific, Greg Cooper to tak...
Financial planning
The Financial Planning Association’s Value of Advice campaign featuring the anti-hero Dazza has been well received to date and has gone a long way toward alerting consume...
Editorial
Perpetual has reported a $131.5 million operating profit after tax for the 2006 financial year, which is a 13 per cent increase on last year’s result....
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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...