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Financial planning
Zurich Financial Services Australian chief executive John Butler has resigned after a five year tenure at the helm of the group during what Zurich’s chief executive, inte...
Financial planning
Astarra Funds Management has rolled out its first suite of investment offerings following the group’s unveiling earlier this year after management acquired and re-branded...
Financial planning
Pengana Capital has received a significant capital injection through a deal struck by its holding company - Pengana Holdings - with a subsidiary of prominent investor Rob...
Financial planning
Tower Limited is continuing to tweak its wealth management division with the aligning of Tower Credit Union Alliance with planning arm Bridges Financial Services....
Financial planning
The Government seems to have secured a win with its superannuation co-contribution scheme, with a recent Investment and Financial Services Association poll revealing that...
Financial planning
BT Financial Group’s Governance Advisory Service has struck a deal with VicSuper worth $600 million, bringing GAS’s funds under advice to $4.2 billion....
Financial planning
The ideological differences between the Investments and Financial Service Association and the Association of Superannuation Funds Australia, which led to the Federal Gove...
Financial planning
The Australian Investors Association today called on the financial services industry to self regulate itself by outlawing all forms of soft dollar payments in a move nega...
Financial planning
MLC has announced its second executive reshuffle in as many months with the appointment of Alan Logan as general manager of subsidiary group Apogee Financial Planning....
Financial planning
The Financial Planning Association has clashed with the Australian Investors Association over the latter accusing the FPA of making false and misleading statements along ...
People & Products
MLC has announced its second executive reshuffle in as many months with the appointment of Alan Logan as general manager of subsidiary group Apogee Financial Planning....
Financial planning
Colonial First State will offer wholesale pricing on its investment platform FirstChoice with an average total fee of 1 per cent....
Financial planning
Challenger Financial Services Group chairman James Packer will step down due to other commercial obligations, paving the way for former Commonwealth Bank executive Peter ...
Editorial
Suncorp’s wealth management business is unlikely to match its buoyed half yearly profits but chief executive John Mulcahy is projecting an increase in underlying profit o...
Financial planning
Garrisons has rolled out a new asset allocation and risk profiling system to its planners, following the establishment of a partnership with FinaMetrica earlier this year...
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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...