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Financial planning
Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...
Financial planning
Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...
Financial planning
Practice management has become a big topic in financial planning and the resources expended on ensuring it happens well in a planner’s business is constantly increasing....
Financial planning
Australia’s largest financial planning dealer group, AMP Financial Planning, is predicting extensive amalgamations within its network of financial planning firms as part ...
Financial planning
The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
Financial planning
The Securities Commission has recommended that the New Zealand government should make significant changes to laws governing investment advisers....
Editorial
Following a poor rating, fund managers are the first to criticise a research house’s approach as either too qualitative or quantitative in its focus. However, as FIONA MO...
Financial planning
Financial planning group RetireInvest has indicated that this year it will embark on an ambitious growth program to increase it planner numbers from 267 to 310 as well as...
Financial planning
<caps>As the</caps> deadline for the long heralded new Financial Services Reform (FSR) gets closer, much activity is taking place....
Financial planning
Fidelity Investments has conducted a survey on the attitudes of UK advisors following the release of a set of proposals by the UK industry regulator Financial Services Au...
People & Products
Former Dicksons client adviser Mike Shepherd has joined financial services group Challenger International as non-executive chairman of its new retail broking arm, Challen...
Financial planning
The term retail means less now than what it did five years ago....
Financial planning
Following the signing of a distribution alliance agreement between Challenger International and Credit Suisse First Boston (CSFB) late last year, Challenger International...
Financial planning
Australia’s largest financial planning group, AMP Financial Planning, has announced a three year plan to radically overhaul its remuneration policy in what is being seen ...
People & Products
Commonwealth Bank senior executive Gail Kelly has scored the chief executive officer role at St George Bank, starting early next year....
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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...