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Financial planning
The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...
Financial planning
The back-to-basics push in Australia’s master trust industry is set to continue with the launch last week by ING Australia of its OneAnswer platform....
Financial planning
It is funny how often things come full circle in the financial services industry. The latest example is what can be increasingly seen as a trend amongst Australia’s major...
Financial planning
The back-to-basics push in Australia’s master trust industry is set to continue with the launch this week by ING Australia of its OneAnswer platform....
Editorial
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
Financial planning
Having established that the Australian Financial Services (AFS) licence application process is simply too hard for your average financial planner, the Australian Securiti...
Financial planning
IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...
Financial planning
Accounting consolidator Stockford has invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourc...
Financial planning
SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Financial planning
THE FEDERAL Government has succumbed to concerted industry pressure and agreed to amend the tax laws to remove an anomaly that threatened to ‘double-count’ people’s super...
Financial planning
MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....
Financial planning
Just over a year since Suncorp Metway purchased the Australian GIO general insurance business of AMP for $1.24 billion, it has announced a major recruitment of financial ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...