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Financial planning
Baby boomers have always known how to go with the flow. And now their unique history, needs and desires are shaping how they approach retirement. Liam Egan reports....
Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
Financial planning
Defaulting investors in agribusiness managed investment group Palandri are set to lose their units as the company commences proceedings against them....
Financial planning
The average Australian household now spends 2.3 per cent more each week than it receives in income, according to the latest AMP/Natsem Income and Wealth Report....
Financial planning
Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....
Financial planning
Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August 26) raise some interesting challenges and concerns for ins...
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
The departing chair of the Financial Planning Association (FPA) has sent a strong signal to the association’s members that it is planning to stay on course with reforms t...
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
Financial planning
A trio of superannuation funds totalling collective assets of nearly $700 million and more than 13,000 members today announced their decisions to outsource the operation ...
Financial planning
The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...
Financial planning
Bendigo Investment Services has restructured its financial planning division by abandoning the traditional adviser reporting lines through state managers in favour of cre...
Financial planning
A new survey has reinforced superannuation fund member apathy towards choice of fund with findings that only one in 10 people are likely to switch funds when the new regi...
Financial planning
ING Australia has created four new business units and restructured its executive line-up as part of a strategy to better capitalise on its major distribution channels....
Financial planning
Private equity managers are casting a wider net to attract advisers and retail investors. John Wilkinson looks at a new fund from ING....
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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...