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| | | AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ... |
| | | | The value of self-managed super fund (SMSF) investment in residential real estate has jumped 60% in the last four years, according to figures from the Australian Securities and Investments Commission (ASIC). In its submission to the Parliamentary Inquiry ... |
| | | | ... knowledge of planners and their clients to inform consumers about the vast majority of professionals who practice their profession ethically and provide great service," said Adviser Ratings principal Angus Woods. "To this end, we will be also showcasing ... |
| | | | H2 Ventures chief executive Ben Heap believes the financial services industry has largely avoided disruption and that New South Wales could be a leader in an industry "acutely suited to tech innovation." Heap's comments came as part of the official ... |
| | | | Towers Watson has appointed a senior consultant to be based in the company's Sydney office. Aongus O'Gorman took up the role on 13 July and specialises in liquid diversifying strategies. O'Gorman was previously managing director of Round Tower Solutions ... |
| | | | The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and ... |
| | | | The Association of Financial Advisers (AFA) has called for submissions for its Adviser and Practice of the Year awards before the July 17 deadline. The Adviser of the Year award is based on adviser performance, practice business performance, professionalism ... |
| | | | It's a deal! Well, er, not quite. He huffed and he puffed and he beat his chest. In the end, Greek PM Tsipras got his cake... on his face! Tsipras urged the Greeks to do what he say -- vote "Oxi" to the reforms for bail out conditions proposed by its ... |
| | | | Brisbane-based Arrive Wealth Management has appointed a new member to its investment committee. Felix Stephen joins arrive from BT-owned Advance Asset Management, where he was head of strategy. He has also held roles at Macquarie, CBA, Tyndall and the ... |
| | | | Financial planner input has become essential for a third of superannuation fund members who want to change funds, the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation ... |
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