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Financial planning
Associated Planners Financial Services’ (APFS) expansion into Asia is close to derailment due to a gridlock in negotiations between it and the Singaporean group it was to...
Financial planning
Financial services group Trust has posted a healthy profit in its first full reporting period since being spawned from the merger of Permanent Trustees and Trust Company ...
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Financial planning
Equity Trustees has aligned with global bond manager Pimco and international property group Jones Lang LaSalle to launch a range of offshore retail products in the Austra...
Editorial
Australian Unity is to double the size of its financial planning business and launch a new superannuation administration service by the end of October despite reporting a...
Financial planning
Australian boutique investment bank Mariner Corporate Finance - a joint venture between Bill Ireland’s Mariner Financial firm and Melbourne-based corporate adviser David ...
Financial planning
Boutique property fund manager MacarthurCook Investment Management is set to launch its first funds before the end of the calendar year almost a year after former head of...
Funds management
Macquarie Bank and the US-based Developers Diversified Realty Corporation (DDR) are seeking A$550 million from investors, in the largest Australian property capital raisi...
Financial planning
Deutsche Asset Management has announced the head of DB Real Estate Mark Ford will retire due to ill-health, with former Westfield Holdings funds management head Victor Ho...
Financial planning
Parliamentary Secretary to the Treasurer, Senator Ian Campbell, reinforced his commitment to continuing the current reform momentum at an Investment and Financial Service...
Superannuation
Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...
Superannuation
Australia’s best-performing super funds recently have been those with a higher than average allocation towards property and minimal exposure to international equities, wr...
Superannuation
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
Financial planning
The level of investment in managed funds and shares have fallen to their lowest level since early 2000 despite recent market rises, with Australians preferring to continu...
Financial planning
ING has made a swathe of upgrades to its Integra superannuation fund as it attempts to market the product as a “more rounded” offering rather than standing out for any on...
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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...