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| | | NGS Super has partnered with Mercer to offer members access to a new direct investment platform. The new platform, launched today, allows members to trade ASX300 shares, a choice of exchange traded funds and term deposits from their super or pension ... |
| | | | Only 10% of retail investors largely base their investment decisions on advice given to them by financial planners, a Goldman Sachs Asset Management (GSAM) survey has revealed. The most recent Australian Retail Investor Survey, which surveyed over 600 ... |
| | | | ... for the next year rising 9% in September 2013. The research showed the total outstanding margin debt from the financial planner channel falling to $4.4 billion in September 2013, down 13% since December 2012. At the same time, the direct investor channel ... |
| | | | The Australian Transaction Reports and Analysis Centre (AUSTRAC) should train financial advisers on identifying and avoiding cases of tax evasion and money laundering, the Financial Planning Association (FPA) said. The FPA general manager of policy ... |
| | | | ... together the tax structure of an SMSF the same way he does with a family trust and then get them to bring in the financial planner," she said. However, "the client still views the accountant as the person they go to for the SMSF" and "sometimes a client ... |
| | | | ... professionalism, profitability and advice. The 2013 Hillross Awards Program was open to financial advisers with a Certified Financial Planner qualification and advisory firms across the Hillross network. The winners are determined by an expert panel ... |
| | | | The Financial Planning Association of Australia (FPA) has urged planners to "rise above the noise of tired, product-centric arguments" in the early days of the watered-down Future of Financial Advice (FoFA) reforms. On 20 December 2013 Assistant Treasurer ... |
| | | | The referral deal between the Financial Planners Association (FPA) and industry fund Cbus is going "exceptionally well" after two weeks in action, according to FPA chief executive Mark Rantall. Rantall said that, since January 1, 25 Cbus members have ... |
| | | | ... across a range of roles, including sales management, staff development and underwriting plus seven years as a financial planner. He replaces Marc Fabris, who was promoted to a global role as head of New Distribution for Zurich late last year. "Andy's ... |
| | | | ... 2012," ISA chief executive Davit Whiteley said. "These proposed changes will re-open the debate about whether a financial planner is an impartial adviser or a sales rep, and will ultimately reduce confidence in financial advice." The Financial Planning ... |
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