MORTGAGE

Superannuation

The sad truth is that many clients will not be able to retire when they want to. Mike Taylor reports....

Financial planning

Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....

Funds management

Superannuation fund members have been warned against engaging the services of individuals or companies promoting early access to retirement benefits and threatened with s...

Financial planning

Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....

Financial planning

In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....

Financial planning

Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....

Financial planning

Snowball Group, through its superannuation services subsidiary CIS Financial Services, has been appointed by listed technical services company UXC to run the superannuati...

Editorial

Are you going all the way with your clients, or stopping at second base?...

Editorial

Craig Phillips looks back at some of the big funds management groups no longer in operation....

Financial planning

Three dealer groups will make the move into loan originating when the Efinance group rolls out its loan service in September....

Financial planning

The Australian Labor Party (ALP) has emerged as the only major critic of the superannuation deal struck between the Government and the Australian Democrats to introduce a...

Financial planning

The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....

Financial planning

Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...

Life/Risk

Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...

Financial planning

Financial services group OFM Investment today announced that Sterling Grace Corporation, a New York-based investment fund specialising in the financial services sector ha...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

5 days 21 hours ago
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