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FINANCIAL ADVISERS
Policy & Regulation
The financial services industry has turned its attention to the parliamentary independents in the wake of the failure of the PJC reviewing the FOFA bills....
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Superannuation
Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....
Editorial
The Australian financial services industry is facing some serious challenges through 2012 – something which Financial Services Council chief executive John Brogden pointe...
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Financial planning
Asgard has announced that its Infinity eWRAP product has reached a milestone in less than 120 days since launch - surpassing $500 million in funds under administration....
Financial planning
Hedge fund specialist Blue Sky Alternative Investments has announced that its Blue Sky Apeiron Global Macro Trust has been accepted on BT Wrap....
Policy & Regulation
Coalition dissents on Parliamentary Joint Committee's FOFA report and argues for the abandoning of financial advice opt-in and for changes to best interests....
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Financial planning
Lonsec has flagged the launch of a tool to help financial advisers create SOAs....
People & Products
Aon Hewitt Wealth Management has recruited Prue Petinsky to head its product development....
Policy & Regulation
Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....
Editorial
The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....
Financial planning
In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...
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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...