PLATFORMS

Financial planning

Skandia has apologised for an administrative error that left a financial adviser fearing he had lost his clients’ trust and, ultimately, their business....

Editorial

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Financial planning

Aviva has signalled it is on the acquisition trail with a senior appointment to look after future deals....

Financial planning

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Financial planning

Macquarie Margin Lending has launched a new investment loan aimed at middle income earners that has done away with the most unpopular feature associated with these types ...

Financial planning

Legg Mason Asset Management has launched a new global bond fund in response to investor demand to have such an offering in the market....

Financial planning

ING Financial Planning and ING’s largest dealer group, RetireInvest, will be combining their back-office operations from January, next year....

Financial planning

MULTI-boutique manager Advance Asset Management has announced that its Advance Global Alpha Fund is now available on Macquarie Wrap and ING’s PortfolioOne....

Editorial

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Financial planning

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Editorial

More and more planners chasing consistent returns are happy to blend indexed and non-indexed product. Why? Because it all comes back to the view that out performance invo...

Financial planning

Property fund managers need to boost their knowledge of how financial planners think if they are to achieve good distribution of their products, a new report has found....

Editorial

The WHK Group has grown its net profit for the 2005-06 financial year by 24 per cent to $22.4 million, up from $18.2 million last year, on the back of strong revenue flow...

Financial planning

Under a new agreement, Atom Financial Services will be distributing the funds of Pentacle Property Funds Management to the financial planning community....

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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 4 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 3 weeks 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 4 weeks ago

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

3 weeks 6 days ago

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

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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