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Funds management
The future of funds management group Australian Ethical will be decided at a key meeting of shareholders in Canberra today....
Financial planning
Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Superannuation
According to the chief executive of SPAA, Andrea Slattery, ATO figures showing SMSF fees decreasing prove SMSFs are well-positioned to compete with other superannuation s...
Financial planning
2020 DIRECTINVEST founder Michael Lannon has retired from the business just three months after its merger with Mason Stevens....
Financial planning
Australian companies are lagging most of the world when it comes to sustainability reporting, and the Australian Council of Superannuation Investors is considering naming...
Financial planning
RI Advice has added to its stable following the merger of Tasmanian risk practice Coles Financial Group with a local RI franchise....
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has moved to correct the "misconception" that SMSF trustees have no legal options ahead of them in the event of fr...
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
Financial planning
Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...
Financial planning
There are gaps in the financial services market that a "true advice model" can help to fill, according to Yellow Brick Road (YBR) chief executive Matt Lawler....
Funds management
Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....
Financial planning
The Financial Planning Association has emphasised the positives, such as a recent boost to member satisfaction, in a member update from chief executive Mark Rantall....
People & Products
The chief executive of ING DIRECT, Don Koch, is to be succeeded by Vaughn Richter, with Koch to take on the role of chief executive of ING Bank Italy....
Financial planning
Treasury officials are continuing to apportion blame to financial planners for some Trio Capital losses....
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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...