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financial planning
News
NAPF has announced its support of a green paper that recognises the UK’s pension funds as providers of long-term capital....
Insurance
Yellow Brick Road Holdings has announced a joint venture agreement with corporate superannuation and insurance provider Super Advice Services....
Funds management
Investorfirst has received a $1.1 million R&D Tax Incentive refund for the 2012 financial year....
Funds management
The risks in implementing lifecycle strategies which rely on a target date only have been well proven overseas, according to Milliman’s Wade Matterson....
Financial advice
The planning arm of a public service super fund will offer its advice services to other funds looking to provide advice to members....
Financial advice
Public sector employees still opt for face-to-face when it comes to initial meetings with a financial planner, despite the rise of technology-based solutions, State Super...
Financial advice
Telstra Super Financial Planning has the most valuable financial planners according to data gathered by Super Review’s sister title Money Management....
Financial advice
Cbus will extend its trial advice referral arrangement with the Financial Planning Association (FPA) into an ongoing nation-wide effort from 1 September 2014....
Financial advice
Financial planners can expect more demand for advice and limited advice distribution channels from a growing pool of retirees’ assets, DEXX&R research found. ...
Financial advice
The Federal Government should reject moves to reintroduce sales commissions for financial advices and compulsory super, Industry Super Australia chief executive David Whi...
Financial advice
The Industry Super Network has expressed concerns over the newly released draft changes to the FOFA legislation. ...
Financial advice
Telstra Super Financial Planning becomes first client of Lonsec Retire to access planning tools and model portfolios....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...