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ING has ended months of industry speculation in relation to management of its RetireInvest dealer group with the appointment of former Snowball Group general manager dist...
Superannuation
Financial advisers do not need to gain extra qualifications to advise on self-managed super funds (SMSFs), apart from the requirements of the Financial Services Reform Ac...
Financial planning
Small to medium financial advisory practices should approach business planning from another angle, says Chris Dionne....
Financial planning
Blind client trust and internal procedural failings within financial planning firms are the two over-riding factors allowing fraud to go unchecked, an anticipated report ...
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
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
MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....
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
Managing director of financial planning firm NC Bruining & Associates, Nick Bruining, says that while keeping back-office duties in-house means getting your hands dirty, ...
Financial planning
Many one-man bands and small practices are handling their own back-office. Lucie Beaman reports....
Financial planning
Before signing on the dotted line, there are issues that both buyers and sellers of financial planning practices need to consider, say Alan Kenyon and Steve Prendeville....
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....
Funds management
The Australian Tax Office (ATO) and the Australian Prudential Regulation Authority (APRA) have launched a new online registration system to streamline the starting up of ...
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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...