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Financial planning
COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....
Financial planning
THE majority of the Commonwealth Bank’s commission-based financial planners have chosen to operate under the Financial Wisdom banner rather than adopt the Commonwealth’s ...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
THE profile of infrastructure funds, particularly those involved in the aviation sector, has been assisted of late with the recent purchase, and privatisation, of Sydney’...
Financial planning
The providers of margin lending products could be the next victims from the worsening crisis over professional indemnity insurance for financial planners....
Financial planning
The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...
Financial planning
St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Funds management
The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...
Financial planning
The Macquarie Bank has grown its margin lending business by 90 per cent in the last twelve months on the back of growing interest in gearing into managed funds and shares...
Financial planning
The sale of immediate annuity life insurance products have slumped to their lowest level since being made exempt from the social security assets test in 1998, the latest ...
Financial planning
Sue Laing, the person hired by the Westpac Bank to head up its ill-fated plans to launch a new dealer group, is set to leave the bank, adding the closing chapter to Westp...
Financial planning
The choice between gearing for property versus gearing for shares has tax implications for a client. However, a tax deduction is only available if a loss has been made, m...
Superannuation
The women’s rights movement has led to a raft of change an helped create the equally balanced society we live in today. But when it comes to superannuation, women continu...
Financial planning
Colonial First State has completed almost nine months of preparations for its much anticipated new master trust, gearing up to launch the investment platform to its finan...
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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...