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Financial planning
Ipac has struck an equity partnership arrangement with RMG Financial Services as part of its foray into the Western Australian market....
Policy & Regulation
The Association of Super Funds of Australia (ASFA) and the Investment and Financial Services Association (IFSA) have called on the Government to pour some of its $7.5 bil...
Financial planning
Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...
Financial planning
Small to medium financial advisory practices should approach business planning from another angle, says Chris Dionne....
Financial planning
While some advisers only use external paraplanning services when they are starting up their businesses, many practices are realising the benefits of making this temporary...
Financial planning
The Investment and Financial Services Association (IFSA) has released two model Product Disclosure Statements (PDS) to assist product issuers in developing disclosure doc...
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Editorial
Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....
Financial planning
Tower Australia has announced the closure of its annuity portfolio to new monies with the aim of sharpening its focus on core business, and has also appointed AMP Henders...
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
Mike Taylor previews the IFSA 2003 ‘Illuminate’ conference, which kicks off in Cairns on August 13....
People & Products
Professional Investment Services (PIS), Australia's second largest financial planning network, is close to expanding its international presence with the launch of new ope...
People & Products
BT Financial Group head of corporate strategy Ouma Sananikone has resigned from the organisation after completing a strategic review of how the combined Westpac, BT and S...
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have hit out at the possible increased regulatory powers of the Aust...
Financial planning
Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....
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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...