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FINANCIAL PLANNING
Superannuation
Challenger is surfing an annuities wave generated by retiring baby boomers....
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
Editorial
With forecasts of volatility on the horizon, asset allocation may need to be revisited in 2015, David Bryant writes. ...
Financial planning
Life/risk advisers concerned at reports FSC submission urges 20 per cent flat commission and five-year responsibility period....
Accounting
Accountants have marked advice as the key to their sustainability, with practice owners confirming they “need to act” on falling profit margins and sluggish growth. ...
Accounting
Former AMP executive, Kath Bowler aims to help accountants navigate the complex licensing regime brought about by the FOFA reforms....
Financial planning
Macquarie Equities Limited has completed the two year term of its enforceable undertaking reducing it adviser numbers in Macquarie Private Wealth by 25 per cent....
Financial planning
New analysis points to planning firms having no escape from an increasing compliance burden....
Financial planning
Diversified financial planning and wealth management group Spring FG’s initial public offering (IPO) of shares has been oversubscribed, well ahead of its planned closing ...
Financial planning
Strong growth in international markets has seen platform provider, GBST’s first half 2014/15 increase by 58 per cent....
Financial planning
An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...
Editorial
The industry funds are seeking to play the consumer protection card in their defence of the default funds under modern awards regime but the real beneficiaries of the sta...
Editorial
Former FPA chairman, Matthew Rowe argues that the changing dynamics impacting the financial planning industry makes it inevitable that some organisations will wither and ...
Financial planning
The FPA has renewed its call for the Government to make up-front advice fees tax deductible and has urged the Budget impact be assessed by the Productivity Commission....
Financial planning
After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....
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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...