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Stark election choices for planners

 
  Jun 30, 2016 
 
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Women in Financial Services Awards 2016

Nominations for the 2016 Women in Financial Services are now open. Nominate your peers today! Read more

Latest News

FPA outlines election choices facing planners

The FPA has detailed the key policy differences between the major and minor political parties and the choices for financial planners are stark. Read more
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Admin, compliance hampers adviser face time

Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more. Read more

LIM Advisors wants to wind up AMP’s China fund

LIM Advisors has proposed to wind up the AMP Capital China Growth Fund (AGF) in an open letter to all unitholders. Read more
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Understanding investment concepts a barrier

There was a lack of understanding of general investment concepts such as diversification and risk/return trade-off among Australians, with males more likely to understand them than females. Read more

HUB24 increases opportunities for SMSF’s

Managed portfolios from wealth management platform provider, HUB24, will make SMSF opportunities in Australia more far-reaching. Read more
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Link Group partners with robo-advice provider

Link has partnered with digital advice tool provider, Ignition Wealth, after it signalled that it would move into the holistic advice space. Read more

Asset manager take over and new systematic investment platform

GAM acquires a leading UK asset manager and launches a new systematic investment platform, amid rising scalable systematic investment. Read more
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Wholesale service provider AFSL cancelled

ASIC has cancelled the AFS licence of wholesale service provider, Ergo Capital, for failure to comply with a number of its obligations. Read more

Fund managers unite to start China mall outlet fund

Fund managers have started a luxury designer China outlet mall fund, with existing malls in Jingjin and Shanghai. Read more
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Features

Investing to cope with all seasons – Retirement Income Part 2

A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of savings, Jessica Amir writes. Read more

Hold the policy. We have an election

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur writes. Read more

Expert Analysis

It takes more than a year to become professional

While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes. Read more

Lessons learnt from clients’ perception of advice

Financial advice is more than picking stocks or managed funds and advisers need to understand the different services that are important to their clients, Matt Walsh writes. Read more
 
 
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