Financial Planning
JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018   11:55AM
Fiducian Group has reported a 21% rise in underlying net profit and a $1 billion lift in funds under management, administration and advice.
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Female Excellence in Advice finalists announced
DARREN SNYDER  |  THURSDAY, 16 AUG 2018
As the Association of Financial Advisers National Conference nears, the finalists for its 2018 Female Excellence in Advice Award were named this week.
Challenger increases annuity distribution
JAMIE WILLIAMSON  |  TUESDAY, 14 AUG 2018
Challenger is rolling out its suite of annuity products to users of an $8.3 billion platform.
OneVue and Mercer join forces
JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
OneVue is partnering with Mercer and a boutique financial advice group for a new bespoke private label offering.
GROW Super co-founder sells advice business
JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
A privately-owned AFSL has acquired the financial advice business of a GROW Super co-founder.
Limited MDA deadline closes in
KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
Financial advisers operating under a limited managed discretionary account should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter.
IOOF continues organic growth trajectory
JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
IOOF is celebrating record financial results, driven largely by its financial advice and platforms businesses and the execution of multiple acquisitions as recent as June.
Farmers should urgently access super: Advisers
KARREN VERGARA  |  TUESDAY, 7 AUG 2018
Financial planners can help embattled farmers in drought stricken areas to urgently access their superannuation by lobbying the Federal Government for changes to super hardship policy.
Financial abuse: A hidden epidemic
JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
Commonwealth Bank is extending its domestic and family violence support program due to customer need, with its helpline receiving about 90,000 calls in the first month.
Weighing the lucrative expat lifestyle
JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
Despite increased complexity in managing their finances, Australian expats are finding themselves with more disposable income and greater savings than ever before.
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