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Planners central to platform competition

 
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MM Newsletter
  Feb 28, 2017 
 
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Rising Rates: Dispelling the Myth

This analysis takes into account historical interest rates, the likely path of rates going forward and the impact of past interest rate rises on returns. For more

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Planner needs central to platform competition

Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends. For more
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Ex-NSW Premier returns to NAB

Former NSW premier, Mike Baird has been appointed as NAB’s chief customer officer, corporate and institutional banking. For more

YBR wealth revenue grows 25 per cent

Yellow Brick Road recorded a maiden profit of $400,000 while its wealth division revenue grew 25 per cent. For more
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Futuro teams up with boutique fund manager

Futuro Financial Services and Australian boutique fund manager, Clime Investment Management have announced a strategic alliance. For more

Retail investor options to increase with market neutral strategy

The number of market neutral strategies available to retail investors in Australia would no longer be limited due to access to global market neutral strategies. For more
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Editorial

ASIC’s concerns on vertical integration and best interests

The Australian Securities and Investments Commission has left Federal Parliamentarians in no doubt that it has concerns about the compatibility of vertical integration with the delivery of client best interests. For more
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Features

SMSF advisers – A convergence? – SMSF Feature Part 1

Accountants remain the most trusted advisers for SMSF clients but with licensing take-up remaining low following the accountants' exemption, what will this mean for SMSF members? Malavika Santhebennur finds out how financial planners can capitalise on this and gain the trust of this clientele. For more

Looking at the alternative side of things

Hope William-Smith finds out if it is policy makers, investors, advisers, or fund managers making the moves at the grassroots level to get alternatives off the sideline. For more
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Toolbox

Navigating the latest round of asset test changes for your clients

Mark Teale looks at what challenges the new assets test for the Age Pension will have for advisers and clients. For more
 
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Please contact us with any comments or questions at questions@spamdex.co.uk. Spam Archive is a non-profit library of thousands of spam email messages sent to a single email address. A number of far-sighted people have been saving all their spam and have put it online. This is a valuable resource for anyone writing Bayesian filters. The Spam Archive is building a digital library of Internet spam. Your use of the Archive is subject to the Archive's Terms of Use. All emails viewed are copyright of the respected companies or corporations. Thanks to Benedict Sykes for assisting with tech problems and Google Indexing, ta Ben.

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