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Financial planning
Providers of superannuation products and simple managed investment schemes will have just over a year to adapt to new Product Disclosure Statement (PDS) requirements, und...
Financial planning
The wealth management division of HLB Mann Judd in South Australia has acquired boutique planning firm Howard Financial Planners....
Financial planning
Means testing for super members over 50 would be a failure on behalf of the Federal Government to address two of its three main policy objectives (lower revenue costs, si...
Financial planning
Risk-focused financial advice licensee Synchron has announced a partnership with online personal insurance portal MultiCover.com.au....
People & Products
Pinnacle Investment Management has appointed Steve Gamerov as director of product and strategy, which the company claims will further support the growth of its 'house of ...
Financial planning
T. Rowe Price has announced the launch of its Australian equity capability, which is likely to happen at the end of November, according to director for Australia and New ...
Financial planning
The Australian Chamber Orchestra (ACO) is targeting sophisticated philanthropic investors with a new wholesale fund aimed at benefiting from the appreciating value of rar...
Financial planning
Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....
Editorial
Superannuation accounts for children carry the built-in asset of time as a valid long-term savings option. However, Sarina Raffo discovers establishing a fund for younger...
Financial planning
Perth-based financial services group Wealth Management Partners (WMP) has acquired a substantial stake in property advisory service REaffirm....
Funds management
The proposed FOFA reforms could boost the use of exchange-traded funds (ETFs) by Australian retail investors, according to an industry expert....
Financial planning
Budget changes making the directors of phoenix companies personally liable for unpaid super could have far-reaching consequences, but will ultimately benefit employees....
Financial planning
A relative newcomer has been named the winner of the Rising Star category at the Money Management/Lonsec Fund Manager of the Year Awards this year....
Tools & guides
David O'Connell explains the social security assessment of the principal home....
Editorial
Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....
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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...