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Financial planning
The PortfolioConstruction Conference launches in Sydney today with Pimco’s Bill Gross describing the new normal....
Funds management
The investment potential of residential property is not fully appreciated by advisers and investors, despite being the largest single investment asset class in Australia,...
Financial planning
Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...
Financial planning
Former Chartwell secretary Ian Rau has been sentenced to two years and seven months imprisonment on eight charges brought by ASIC....
Financial planning
It’s logical that the financial planning sector would seek better accountability from product providers and researchers....
Financial planning
High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...
Superannuation
Accountancy firm Chan & Naylor has called for an end to what it calls an arbitrary maximum limit of four members to each SMSF....
Financial planning
Planning practices should not simply acquire C and D client books from other practices if they are looking to expand, according to the managing director of Encore Group, ...
Financial planning
Responsible Investment skills are becoming career essentials for financial services industry professionals around the globe, according to the Responsible Investment Acade...
People & Products
Russell Investments has appointed industry veteran Graham Herman as its new director of capital markets research....
Financial planning
As direct investments become more popular, with ETFs in particular gaining ground, Janine Mace discovers that for many consumers cash is still king....
Editorial
The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...
Editorial
New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....
Financial planning
Super funds and their service delivery agents are racing to take new intra-fund advice technology to market. ...
Financial planning
Former Westpoint chief financial controller Graeme Rundle will stand trial on charges brought by the Australian Securities and Investments Commission....
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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...