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Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
Financial planning
The Financial Services Council has urged the industry to adopt a common agenda to deal with the new dynamic in Canberra....
Financial planning
A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....
People & Products
ING Investment Management is strengthening its business development and distributions teams now that it is able to build direct relationships with advisers....
Financial planning
Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...
People & Products
Charter Hall Direct Property has appointed former Wallaby Brendan Cannon as its key account manager for Western Australia and Queensland....
Financial planning
Half of advisers are incorrectly classifying term deposits as cash, according to PIMCO research....
Financial planning
AFS Group has signed an agreement to use Praemium’s SMARTwrap platform....
Financial planning
The dealer group has added 15 new offices in the past financial year, according to managing director Darren Steinhardt....
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
Financial planning
The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...
Financial planning
As the world looks to right the wrongs of the global financial crisis, one major problem still needs to be tackled by the wealth management sector - consumer confidence....
Financial planning
Online information portals could be powerful tools for advisers to engage their clients in the difficult discussion of risk insurance, and two such portals were recently ...
Financial planning
Tower Australia has appointed two new members to its risk new business team, with Jason Scott joining the company as national fulfilment manager for retail life and Helen...
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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...