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Financial planning
Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...
Financial planning
Positive investor sentiment towards advisers has increased over the past 12 months, accompanied by a marked improvement in sentiment toward managed investments, according...
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
Financial planning
Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....
Financial planning
AMP has severed one of the last remaining links to its former UK operations, announcing today that it had sold its residual stake in the Henderson Group for $212 million....
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
Financial planning
If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...
Financial planning
Allianz Global Investors today announced that Australian chief executive Peter Rayner would leave the group to be replaced by his deputy....
Financial planning
Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...
Financial planning
Wholesale wrap platform Avanteos has signed a deal with Colonial First State to access its FirstChoice wholesale multi-manager funds....
Editorial
Benevolent market conditions, a lucrative broking arrangement with a big four bank and an increase in sign-ups to its advisory software program, VisiPlan, have helped IWL...
Financial planning
Household savings rates in many OECD countries have fallen sharply in recent years, with the United States, Canada, Britain, Australia and New Zealand now having the lowe...
Financial planning
The venture capital arm of Perth based dealer group Western Pacific has taken minority stakes in two boutique fund managers — MMC Asset Management and Select Asset Manage...
Financial planning
The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...
Funds management
A strong wealth management performance in Australia and New Zealand helped lift AXA’s net profit for the half-year to June 30 by 36 per cent to $246 million....
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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...