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"FINANCIAL PLANNING"

People & Products

Orient Capital launches new app based off its investor relations management platform, miraqle....

Superannuation

Superannuation fund executives are considering ditching their funds’ TPD offerings as lawyers increasingly enter the fray....

Financial planning

ASIC has acknowledged that newspapers headlines were wrong about planners taking big commissions to recommend residential property investments and that not one planner co...

Policy & Regulation

ASIC chairman, Greg Medcraft, wants the Government to consider allowing ASIC the ability to pursue companies and officers over misdeeds caused by bad culture....

People & Products

JP Morgan Asset Management has appointed a new southern region key account manager. ...

Financial planning

New research reveals planners’ challenge to extend their market beyond mostly wealthy, late middle-aged men....

Financial planning

The dealer group play being run by Paul Barrett and backed by Italy’s Azimut has taken a 51 per cent stake in Adelaide’s Pride Advice....

Financial planning

New research reveals those using accountants and advisers are likely to be most satisfied with their super....

Financial planning

NAB Wealth appoints Alan Logan as new Godfrey Pembroke general manager....

Superannuation

Corporate Super Specialists call for decoupling of industrial relations from default super....

Life/Risk

This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....

People & Products

Findex hands major mandate to SSGA following review of administration, investment and allocation needs....

Financial planning

Next Tuesday’s Federal Budget is expected to put in motion ASIC’s transition to a user-pays funding regime....

Financial planning

NAB has freed up $500 million in a major life reinsurance deal covering 21% of its advised insurance book....

Financial planning

ANZ posts steady half-year profit and signals a continuing focus on a vertically-integrated wealth management approach leveraging its banking customer base....

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MARKET INSIGHTS

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

3 weeks 3 days ago

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

1 month ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

4 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 3 days ago