FINANCIAL CRISIS

Funds management

The revaluation of shares during the financial crisis has depressed the sector's long-term returns....

Financial planning

The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients....

Financial planning

Van Eyk Three Pillars has advised shareholders against Dixon Advisory's proposal to take executive control of Three Pillars' board....

Editorial

Despite software cancellations, revenue for wealth management division up 4 per cent....

Financial planning

The Victorian Government has launched another campaign aimed at attracting financial services companies to the state....

Financial planning

Appoints Elixir Consulting managing director Sue Viskovic to board of advice program....

Financial planning

With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....

Editorial

The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...

Financial planning

There’s no time like the present to make salary sacrifice, personal deductible and non-concessional contributions into superannuation and take advantage of the market slu...

Financial planning

Rewards have dropped by 6.8 per cent while fixed income growth has slowed to 2.8 per cent....

Financial planning

Growing use of ROAs could render SoAAs redundant....

Life/Risk

Failure of high profile companies testing guidelines to the limit; questions as to whether PI insurers will continue to provide insurance to planners....

Financial planning

Client communication is the most critical determinant in achieving client loyalty and satisfaction, but research shows it is still being neglected by planners, according ...

Superannuation

The latest AMP Superannuation Adequacy Report has generated a surprise result suggesting that Australians are better prepared for retirement despite the global financial ...

Financial planning

The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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