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While the push towards fees continues, the reality is that planners still rely heavily on commission-based advice. Freya Purnell reports....
Financial planning
Financial planning group Tynan Mackenzie has embarked on an acquisition trail, primarily targeting adviser practices intent on exiting the industry due to the increased c...
Financial planning
Share-broking and financial planning group Tolhurst Noall has sold its 50 per cent stake in Tolhurst Funds Management along with all remaining shareholders to Wright Glob...
Editorial
“A lot of the guiding principles adopted in the industry are false,” Centrestone Wealth Advisory joint chief executive Rob Keavney says, setting the scene for his present...
Financial planning
The Financial Industry Complaints Service (FICS) has hit back following heavy criticism levelled at it by some members last week over its complaint handling procedures, l...
Financial planning
Hub provider InvestmentLink will now offer consolidated data for 13 platforms and fund managers via its e-Portfolio Transaction Service after the addition of the recently...
Financial planning
Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
People & Products
Wrap platform provider Avanteos general manager distribution and marketing, Greg Newman is leaving the firm today after three years, following the expiration of his contr...
Funds management
The Commonwealth Bank is anticipating the growth in its wealth management division to exceed that within its traditional banking divisions going forward, providing justif...
Financial planning
The Federal Government’s push to reduce the superannuation surcharge and expand government co-contributions bore fruit as the Senate passed both measures yesterday after ...
Financial planning
IOOF is hunting for a new chief executive after deciding not to renew the contract of long serving incumbent Rob Turner after seven years at the helm of the Melbourne-bas...
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
People & Products
Sealcorp chief executive Ian Knox has stepped down from the job after more than four years in charge, extending a string of departures from St George owned businesses....
Financial planning
The Australian Competition and Consumer Commission (ACCC) has scotched media reports today that National Australia Bank (NAB) has approached it regarding a possible takeo...
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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...