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Financial planning
While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...
Financial planning
New Investment Trends research reveals who is using what amid a growing trend by planners to write risk and life....
Financial planning
Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...
Financial planning
Changes to the way the financial services industry operates are keeping the master trust and platform sector on its toes, says Janine Mace....
Financial planning
Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...
Policy & Regulation
New research reveals the way the banning of commissions and the implementation of FOFA will push up the cost of advice....
Financial planning
Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...
Financial planning
New research has revealed the extent of the divide between what consumers want to pay for advice and what it really costs....
Superannuation
New research reveals SMSF trustees remain heavily exposed to cash....
Superannuation
SMSFs have emerged as an important revenue stream for planners and planning industry support services....
Financial planning
The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...
Superannuation
While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....
Financial planning
Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...
Editorial
It is now clear that the failure of many fund managers to appropriately navigate the global financial crisis has caused many investors to question the ultimate value they...
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
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MARKET INSIGHTS
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...