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FINANCIAL ADVISERS
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Editorial
Advisers face many choices when building a portfolio, but as Ross Kelly finds, putting all your eggs in one basket can be risky....
Financial planning
CHOOSING the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year is, as it was last year, a task fraught with difficulty....
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Financial planning
The Parlimentary Secretary to the Treasurer Ross Cameron has ordered an investigation into adviser access to client files and remuneration after Brisbane based advisory g...
Financial planning
The Association of Financial Advisers (AFA) has warned that the salaried financial advisers of banking institutions may not have to disclose all the influences inducing t...
Financial planning
Queensland-based international investment group, LM Investment Management has been added to Asgard Capital Management’s investment menu line-up....
Financial planning
Skandia has become the first customer in Australia to sign-up to Morningstar’s Portfolio X-Ray tool - an instrument that details fund aggregate portfolio asset allocation...
Funds management
Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....
Financial planning
The Australian Securities and Investments Commission (ASIC) has banned a Queensland-based adviser for investing $1.3 million of client assets through an unlicensed Philip...
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MARKET INSIGHTS
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...