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Financial planning
Socially Responsible Investment (SRI) in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....
Financial planning
Aviva-owned platform provider Navigator has added direct shares to its investment platform in an attempt to tap into the increasing popularity of direct investing amongst...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...
Financial planning
Westpac Bank has become the second big fish in as many months to sign-up emerging technology firm Coin Software at the expense of more established players, after the bank...
Financial planning
Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...
Financial planning
Members of the Financial Planning Association have appointed Sarah Brennan, Corinna Dieters and Leonie Henry to the 2004-05 board for a further two years with Colin Scull...
Life/Risk
Almost half of Australians believe life insurance is a “waste of money” according to a new Commonwealth Bank survey that found less than one in three adults have a person...
Financial planning
Margins for Colonial First State, the Commonwealth Bank’s funds management arm, are holding firm despite heavy downward pressure on fees and increased competition in the ...
Financial planning
Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....
Financial planning
Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...
People & Products
The Commonwealth Bank of Australia is aiming to have a replacement head for its Financial Wisdom advice group in place before the mid-October departure of incumbent gener...
Financial planning
The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...
Financial planning
Commonwealth Bank of Australia’s broking arm CommSec has created a margin lending tool that enables financial planners to assess the probability that clients will face a ...
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
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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...