BT Wrap unveils online enhancements ahead of year-end

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BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its

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Leading researcher added to AFA Adviser of the Year Judging Panel

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Dr Rebecca Shiels joins panel More rigour around best practice benchmarking Award enters its 9th year Leading researcher Dr Rebecca Shiels, Director of Research at Beaton Research and Consulting, has

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Niche Marketing and defining your perfect client

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Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday

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Focus on investor compensation overlooks protection

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Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection

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Who do you trust with your money? Money matters top of mind for Australians this week

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Financial Planning Week 23-29 May 2011 kicks off today with the CEO of Australia’s peak professional financial planning body, the Financial Planning Association’s (FPA) Mark Rantall, calling for all Australians to

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Licensee Select and Financial Index sign agreement

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Licensee Select has signed an agreement to provide licensee solutions to Financial Index Australia Pty Ltd (FIA) – an Australia-wide financial planning firm with 10 offices and more than 35

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BT Financial Group appoints Rodney Greenhalgh as Head of Retirement

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David Lees, General Manager – Super, Investments and Retirement at BT Financial Group, today announced the appointment of Mr Rodney Greenhalgh as Head of Retirement effective 6 June. Mr Greenhalgh

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AMP announces product and platform plans for the merged AMP/AXA business

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AMP Limited has completed initial integration planning for its merger with AXA Asia Pacific’s Australian and New Zealand businesses, announcing high level decisions on how it will bring the two company’s products

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Future2 opens new round of grants supporting local charities

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Financial planners urged to support applications from local charities working with disadvantaged Australians   Charities helping disadvantaged young Australians are invited to apply for grants of up to $10,000 from

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Principal Global Investors Central Bank Research May 2011

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Principal Global Investors’ Central Bank Research for May 2011 carefully examines the trends across the US Federal Reserve (Fed) bank and the Reserve Bank of Australia (RBA). The outlook explores

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