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Financial planning
Saxby Bridge Financial Planning, ABS Securities and their director are back in business following a successful appeal against their ASIC ban....
People & Products
The general manager of RetireInvest, David Phelan, will leave the group at the end of this week, bringing to a close nearly seven years with the group....
Funds management
The Russell Investment Group has claimed tactical asset allocation seldom adds value to diversified portfolios and investors who time the market and tilt portfolios to fa...
Financial planning
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
Financial planning
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
Financial planning
The Australian Stock Exchange (ASX) has dropped its plans to develop FundConnect, its version of a managed funds transaction hub saying the return on investment was uncer...
Financial planning
UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
People & Products
Boutique financial planning group Centrestone Wealth Advisory has appointed ex-AMP executive Robyn Clubb as an associate adviser and to assist senior adviser Bruce Christ...
Financial planning
International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...
Editorial
The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...
Financial planning
Australian Securities and Investments Commission (ASIC) director financial services Ian Johnston says the regulator has already issued around 700 financial services licen...
Financial planning
AMP Australian Financial Services and Asgard yesterday concluded a deal agreed in May to utilise the latter’s e-wrap platform across all AMP dealer groups....
Financial planning
Count Financial Services managing director Barry Lambert has strenuously denied claims the group operated without professional indemnity (PI) insurance cover after a numb...
Financial planning
Perpetual Trustees Australia managing director Graham Bradley is leaving the company after eight years in the position....
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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...