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Financial planning
The future of platforms and wraps will be discussed at a Money Management event on 15 November....
Financial planning
Infocus Wealth Management founding director Darren Steinhardt yesterday stepped down from his role as managing director of the group, with Rod Bristow assuming the role o...
Funds management
A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...
Financial planning
Darren Steinhardt has stepped down from the role of Infocus managing director with current chief operating officer Rod Bristow to take over as chief executive....
Financial planning
AFA signals it will be working to align its Principles of Practice with the outline contained in ASIC consultation paper....
Financial planning
The Federal Government has received a mixed response to the financial services and superannuation initiatives evolving out of its Mid-Year Economic and Fiscal Outlook (MY...
Funds management
Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....
Financial planning
The Property Council of Australia and the Retirement Village Association have merged and developed a new retiree lobby group to advocate for housing solutions. ...
Superannuation
Over the 12 months to 30 September, Challenger's funds management business has grown its total FUM by 27 per cent to $32.6 billion....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
A new Dow Jones report asks the question 'do female executives drive start-up success?'...
Financial planning
Major insurer AIA Group Limited has pointed to further growth prospects on the back of this week announcing the delivery of record value of new business of US$300 million...
Financial planning
Australian-based financial services software provider Bravura has this week been named as one of only two Australian companies among the world’s top 100 technology vendor...
Financial planning
Industry superannuation fund Professional Associations Super has launched a mobile device-optimised site in what it says is a response to the rapid take-up of smart phone...
Financial planning
For a financial adviser, building a strong marketing capability via social media needs to start with a professional website, something that is now cheaper and less compli...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...