02 March 2010 • By • 1 min read
An industry survey has found 70 per cent of planning firms do not know who their most profitable clients are.A large portion of financial planning ...
READ MOREIOOF chief investment officer Steve Merlicek will take over Tony Hodges' responsibilities.IOOF head of investments Tony Hodges has decided to retire ...
READ MOREThe Institute of Chartered Accountants in Australia is pushing the super industry to catch up to the competency requirements already imposed on SMSF ...
READ MORERay Miles' new dealer group is poised to announce the institutional backer for its business.Fortnum Financial Group is on the cusp of announcing the ...
READ MOREProperty investment group Blue Wealth Property has expanded its offering to cater for the SMSF sector.Property investment group Blue Wealth Property ...
READ MOREThe association has received interest from overseas insurers who have plans to write new PI business for Australian financial planners.The FPA is in ...
READ MORERussell has built a specialist ETF team in Australia as it gears up to launch a fund targeting SMSFs.Russell Investments has made a spate of new ...
READ MORESMSFs have increased their cash buffers since the GFC.Self-Managed Superannuation Fund (SMSF) trustees are still favouring cash as an asset class in ...
READ MOREIndustry associations have bucked the trend of remaining stoic and standing firm alone for their members, instead choosing to band together to lash ...
READ MOREZenith Investment Partners has rewarded nine alternative investment products with a recommended or higher rating following the completion of its ...
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