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29 June 2007 • By Victoria Young • 1 min read

Planners need to ask for leads

Advisers are failing to leverage their client base to boost their profitability, research has found.Financial planners are failing to leverage ...

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MLC jobs sent to India

NAB ships more jobs offshore, with 41 positions from wealth management arm MLC headed for India.National Australia Bank (NAB) is continuing a drive to ...

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US dollar tipped to fall by 30 per cent

New S&P report shows scenarios predicting US dollar could fall further.Standard & Poor's (S&P) has warned investors to keep hedging ...

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CPA unveils MIS guidance note

CPA Australia has released a guidance note to provide members with advice about agribusiness schemes.CPA Australia has released a guidance note to ...

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Finance industry not tackling climate change: poll

Finance executives say the industry needs to take sustainability reporting seriously.Most senior finance executives agree that the economic impact of ...

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Principal buys Morley Financial

Principal Global Investors Australia will acquire Morley Financial Services for $75 million.Principal Global Investors Australia will acquire Morley ...

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Industry funds come up trumps

Industry super funds could deliver $115,000 more in retirement dollars to its members than retail master trusts a new survey found.Industry super ...

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Advisers compete for glory

Entries for the second annual FPA Value of Advice awards have closed.Forty-two of the nation's premier advisers have entered the FPA Value of Advice ...

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Genesys axes life offices

Dealer group slims down approved risk providers to make writing insurance easier for planners.Genesys Wealth Advisers has axed its list of preferred ...

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Morningstar Australia CEO returns to US

Morningstar Australia's reign by co-CEOs comes to an end.Morningstar Australia and  New Zealand co-chief executive Scott Cooley will return to ...

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