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| | | ... financial planning industry. Chris Browne, 2007 AFA Rising Star winner and Financial Design for Life senior financial planner, said prospective winners should demonstrate work above and beyond their role as an adviser. "Today's young advisers are well ... |
| | | | Investor behavioural expert, Nick Murray, is urging financial planners to change their value proposition and focus on managing client behaviour, stating it could potentially boost their client's long term returns by seven per cent. Speaking at an MLC ... |
| | | | Specialist lender Calliva Group has been forced to suspend new applications for its superannuation fund loan product, SuperAccess, after being told by its funder RBS that its facility would not be renewed. Calliva chief executive Vince Scully said RBS ... |
| | | | Financial planners must embrace sustainability as a serious wealth management issue or risk losing existing clients, according to Financial Services Institute of Australasia (Finsia) chief executive, Martin Fahy. Fahy said research conducted with Griffith ... |
| | | | ... of their financial needs and would incur additional costs for each separate piece of advice," said Bloch. "A financial planner must take into account the consumer's individual circumstances and financial position, including tax implications, in order ... |
| | | | Astarra Funds Management's balanced, conservative and growth multi manager funds are now available to retail investors for the first time in more than a decade. All three diversified funds have all been ranked in the top quartile over one, three, five ... |
| | | | AXA financial planning representative, Plan Protect purchased Sydney CBD based financial planning practice, Bearsden Holdings, boosting its funds under advice to more than $200 million. Bearsden Holdings comprises of two financial planners including ... |
| | | | Senior financial planners from The Salisbury Group have accepted an offer to purchase 15 per cent equity share in the dealer group. TSG manages more then $700 million on behalf of clients. In July last year, Australian Financial Services Group (AFS) ... |
| | | | Plum Financial Services relaunched its financial planning division, developed a pension product and revamped its website to better cater for high net worth (HNW) members. The firm's financial planning service, which includes 60 financial advisers, was ... |
| | | | The industry group representing majority of the financial planners in the country welcomed the government's call for a review of the superannuation system. The Financial Planning Association of Australia (FPA) has said it will actively participate in ... |
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