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Financial planning

Superannuation contribution splitting legislation is set to be pushed through parliament next month, despite opposition from sectors of the financial services industry an...

People & Products

Fidelity Investments has snared Barclays Global Investors (BGI) adviser services director Michael Ohlsson to manage its Australian business....

Financial planning

Rivkin Financial Services stakeholders continue to jostle for control with talks of mergers and takeovers rife and corporate raider Farooq Khan calling on the dismissal o...

Financial planning

Multi-manager Russell Investment Group has struck a deal worth an initial $180 million with financial planning dealership Australian Financial Services to manage its supe...

Financial planning

The Australian Securities and Investments Commission is warning individuals considering investing in income stream products to be particular wary of debentures, unsecured...

Top 100

Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....

Financial planning

Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...

Financial planning

Ipac Securities remains on the acquisition trail after yesterday reaffirming its continuing efforts to become a national business and could announce a series of developme...

Financial planning

The Securities Institute has extended the industry reach of its National Council with the appointment of Grant Samuel corporate adviser, Malcolm McComas....

Financial planning

Freya Purnell looks at the effect of different advice offerings on the bottom line....

People & Products

BT Financial Group head of wrap Dean Thomas has defected to Sealcorp after only six weeks in the role following the latter poaching him to join as its director of product...

Financial planning

The Australian Prudential Regulation Authority says it has completed enforcement action against five directors of the former trustee of the Queensland-based Employees Pro...

Financial planning

A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....

Financial planning

The superannuation industry has deemed the Federal Government’s decision to exempt employers from issuing quarterly superannuation contribution statements a massive blow ...

Financial planning

RetireInvest is set to deliver its new franchise agreement and all commercial arrangements to proprietors after concluding its ongoing discussions on the matter yesterday...

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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 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago