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Financial planning

Tower Australia Limited chief executive Jim Minto believes superannuation trustees should be better qualified....

Editorial

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

Financial planning

A fight has broken out between listed investment company HFA Accelerator Plus and its manager, HFA Asset Management, with the latter threatening legal action over the use...

Superannuation

Class Financial Systems to provide SMSF platform for accountants....

Financial planning

AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...

Financial planning

Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...

Financial planning

In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...

Financial planning

Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...

Financial planning

Combined entity will see Sentry's number of advisers soar from 190 to 310....

Financial planning

Despite many unique challenges facing regional planners, they have proved surprisingly resilient amid the economic downturn. Benjamin Levy reports....

Editorial

The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...

Financial planning

The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...

Editorial

What can be done to stop the rot in financial services? Steve Browning discusses....

Financial planning

Advisers should have a working knowledge of clients’ Medicare reports, writes Col Fullagar....

Financial planning

Australian Unity takes stake in a Hong Kong-based equities manager, Seres Asset Management....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

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