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GLOBAL FINANCIAL CRISIS
Financial planning
New KPMG research reveals the degree to which Australia’s major banks have shone through the global financial crisis....
Financial planning
BT Financial Group has called on the Cooper Review to make super portability an easier exercise for consumers....
Editorial
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
Editorial
As corporate and scheme failures continue the merits of engaging an independent responsible entity to avoid both actual and perceived conflicts is being revisited....
Financial planning
APRA has warned Australian financial institutions that they cannot claim immunity from further regulation in the wake of the global financial crisis....
Financial planning
Small advice firms and dealer groups actively targeting private wealth and investment bank advisers affected by restructuring programs....
Financial planning
Active managers may be among the first to feel the squeeze as financial planners look to reduce costs to their clients without squeezing their own margins, according to n...
Financial planning
Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, espe...
Financial planning
NAB may have reported a significant profit decline but it continues to grow its wealth management business....
Financial planning
Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...
Superannuation
The global financial crisis has highlighted weaknesses in the governance of APRA-regulated superannuation funds, particularly with respect to illiquid assets, according t...
Financial planning
AXA reports gloomy bottom line for nine months to 30 September, despite more robust data over past two quarters....
Financial planning
Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....
Financial planning
Australia's two major superannuation industry organisations support concept of a single legislative base for superannuation....
Financial planning
The ATO has pointed to the number of stressed employers falling down on their super and withholding tax obligations....
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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...