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Financial planning
Australia’s biggest dealer group, AMP Financial Planning, has endorsed the Financial Planning Association’s principles on conflicts of interest by forming a taskforce to ...
Financial planning
The wealth management industry is ripe for consolidation according to fund manager Ausbil Dexia, who also predicted that the strong returns on the Australian market would...
Financial planning
Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...
People & Products
Jo-Anne Bloch of Mercer Human Resources Services will relocate from the United Kingdom to become the new chief executive of the Financial Planning Association....
Life/Risk
A 34 year old male non-smoker who borrows $250,000 to buy a home will have his mortgage repayments covered in the case of illness or involuntary unemployment if he adds a...
Financial planning
The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...
Superannuation
The Investment and Financial Services Association (IFSA) has released its second Policy Options for Retirement Incomes and Long Term Savings report, which contains recomm...
Financial planning
Lonsdale Financial Group has increased its existing dealer group base to 79 practices and 174 planners by signing up three new planning practices and one risk insurance a...
Financial planning
Swedish-owned platform provider Skandia has been acquired by South African financial services giant Old Mutual....
Financial planning
MLC has launched a new version of its MasterKey platform that contains no commissions, aimed at supporting advisers who conduct the majority of their business on a fee-fo...
Editorial
Forestry managed investment schemes have become the most popular segment of the agribusiness asset class. But there are different sub-segments in the forestry segment and...
People & Products
Former HSBC Asset Management head Barry Sheehan has been appointed chief executive officer of Tyndall Asset Management, ending months of speculation on a replacement for ...
Financial planning
The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....
Policy & Regulation
ASFA has welcomed confirmation this morning that the Federal Government will ensure superannuation is included in its international benchmarking of the Australian taxatio...
Financial planning
The IFSA Regulatory Affairs Board Committee has outlined its intended approach toward improving regulation for the financial service industry with the release of its Head...
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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...