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Financial planning
Plans to expand its eChoice from an online mortgage finance broker to a more diversified financial services platform....
Funds management
Global real estate investment trusts (REITs) trading at 20 per cent discounts to net asset value as a result of fall....
Financial planning
Advisers who forgo using platforms can save clients platform fees charged by providers....
Financial planning
Clients have been surprisingly forgiving towards their advisers on the recent non-performance of their investments, according to Townsends Business & Corporate Lawyers di...
People & Products
Association with Allco Finance Group behind David Clarke’s decision not to stand for re-election....
Financial planning
A Queensland-based financial planner has made a submission to the parliamentary inquiry into financial services and banking practices in which he calls for stricter defin...
Financial planning
A Melbourne-based real estate finance group plans to start distributing a cash flow monitoring service to financial planners....
Superannuation
While managed funds do have a place in SMSFs, failing to provide services in the direct equity space may present a roadblock for advisers looking to tap into this lucrati...
Financial planning
Investment and super platform netwealth will launch a managed account capability in July, enabling advisers to manage multiple client portfolios across many models....
Financial planning
Master trusts have outperformed the median industry fund in March, the first month this has happened since August 2008, according to a survey by Chant West....
Financial planning
APIR coding will help simplify distribution of accurate information about accounts. ...
Financial planning
Zenith Investment Partners has joined the ranks of other research houses recommending active management in the current turbulent environment....
Financial planning
Advisers should expect to see more regulation imposed upon the sector in future because of the financial crisis and also because of collapses such as Storm Financial, acc...
Financial planning
A former adviser on Westpoint products has been convicted on the charge of providing financial advice without holding an Australian Financial Services Licence as required...
Financial planning
The Financial Sector Union's Rod Masson insists recent job losses and pay increases are two separate issues....
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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...