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Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
People & Products
Henderson Maxwell senior planner Andrew Zbik will take over as senior financial planner at Omniwealth....
Superannuation
Equity Trustees is planning to target small to medium corporate superannuation funds with a sophisticated investment and services offering, with basic MySuper investment ...
Financial planning
Mobile devices such as smart phones and iPads will continue to become an increasingly large part of the way financial advisers do business....
Funds management
Bennelong Funds Management boutique Kardinia Capital has opened its Absolute Return Fund to retail investors, with the product disclosure statement likely to be available...
Funds management
Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...
Life/Risk
BT Insurance has launched a range of new protection plans for homemakers and high net worth individuals as well as more flexible application processes for financial advis...
Financial planning
Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....
Financial planning
Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...
Policy & Regulation
FOFA reforms will dent the growth of the personal superannuation and allocated pension markets, but the self-managed, industry super fund and employer sponsored sectors w...
People & Products
FMD Financial has announced its successful merger with FMD Group member Reynolds Williams and Associates and the appointment of former Perpetual Private Wealth executive ...
Superannuation
The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Financial planning
The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...
Financial planning
Australian financial services companies will have an opportunity to access Asian investors at the fifth Asian Financial Forum in Hong Kong....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...