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Financial planning
Newly-formed Affinity Funds Management has launched its first product, a low risk mortgage fund....
Financial planning
Reverse mortgage operation Bluestone Equity Release has expanded into New Zealand, backed by funding from Westpac Institutional Bank....
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
According to the results of a recent study, the booming reverse mortgage market may represent lucrative opportunities for both financial planners and mortgage brokers....
Editorial
A 5 per cent increase in first quarter funds under management by Perpetual Investments has encouraged the group to forecast a 10 per cent increase in interim after-tax op...
Financial planning
A new report has been released that is designed to help advisers and investors compare the issues and risks of different income-orientated products....
Financial planning
The question of regulatory oversight of the mortgage broking industry has re-emerged with the Mortgage Industry Association of Australia looking to change its name to ref...
Financial planning
Zurich has appointed specialist derivatives boutique Denning Pryce to manage its newly launched Zurich Investments Equity Income Fund....
Financial planning
OFM Investment Group, formerly known as the Over 50s Mutual Friendly Society, is to be the exclusive reverse mortgage product supplier of the Australian Association of In...
Financial planning
Professional Investment Services has given its advisers and clients access to a new income fund that will be managed by Australian Unity Investments....
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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...