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Financial planning
Industry super fund ESI Super has employed Provisio Technologies software to speed up the delivery of ‘defined scope’ advice to its members....
Financial planning
AMP is teaming up with the financial services education provider Pinnacle to introduce a new qualification to be run through AMP’s Horizons Academy from January 201...
Superannuation
SMSF specialist warns against minimum entry threshold....
Superannuation
The ongoing uncertainty over the accountant exemption applying to self-managed super funds (SMSFs) as well as a number of rules that simply don’t make sense are two...
Financial planning
Fiona Balfour will join Tower Australia as an independent non-executive director to the board, effective immediately....
Financial planning
The FPA has announced the three new directors who will join the board following the recent FPA board elections, and all three will be practising CFPs....
Financial planning
Research house Zenith has extended its capability into the ETF space....
Financial planning
Industry fund commentators have lamented the need to “educate” another new superannuation minister....
Financial planning
Industry fund commentators have lamented the need to educate another new superannuation minister....
Financial planning
Australian Financial Services chief, Peter Daly has questioned the viability of some institutional dealer groups....
Financial planning
Stanfield Funds Management has gained effective control of Mariner Corporation....
Financial planning
Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...
Financial planning
Russell Investments has produced a new research paper suggesting after-tax investing could add 100 basis points to a superannuation fund’s returns....
Editorial
What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...
Editorial
FIIG Securities's Stephen Hart examines the value of holding long dated bonds in a balanced portfolio....
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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...