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Financial planning
Profile Financial Services has partnered with Select Asset Management to provide its clients with an alternative to the traditional strategic asset allocation approach to...
Financial planning
MLC has just launched a financial planner mentorship program as part of its practice start-up package....
Funds management
The demand from retail investors for direct and listed property is slowly returning – a trend set by institutional investors in 2010....
Editorial
The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....
Editorial
Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...
Financial planning
Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....
Financial planning
Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...
Financial planning
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
Financial planning
Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups....
Financial planning
Five more boutique dealer groups have added Hub 24 as their preferred platform provider, weeks after its acquisition by listed company Investorfirst....
Funds management
After four months of negotiations, dealer group Secureinvest has appointed boutique investment firm Wealth Within as its provider of individually managed accounts (IMA) s...
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Life/Risk
OnePath has added OneCare insurance to its wholesale platform Oasis Asset Management to allow advisers to offer clients both retail and traditional group insurance option...
Financial planning
BT Wrap has whittled down its lengthy disclosure documents to 20 pages....
Editorial
As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....
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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...