AFA appoints General Manager Policy and Professionalism

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The Association of Financial Advice Australian (AFA) is pleased to announce the appointment of Phil Anderson to the position of General Manager, Policy and Professionalism. No stranger to the Association or... Read more continue reading

Janus Capital Group Inc. and Henderson Group plc complete Merger of Equals

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Janus Capital Group Inc. and Henderson Group plc yesterday announced the completion of an all-stock merger of equals to form Janus Henderson Group plc (Janus Henderson). Concurrent with Henderson Group plc’s... Read more continue reading

Elevated equity markets pose risks for investors

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Crestone Wealth Management’s Chief Investment Officer, David Sokulsky, says investors have profited greatly during the recent bull market, but now may be the time to become more cautious due to... Read more continue reading

Rich List release highlights HNW asset allocation divergence

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The release last week of the BRW Rich 200 List highlighted a significant demarcation between the asset allocation of HNW investors and the asset allocation prescribed for ordinary Australians. Traditional... Read more continue reading

AMP adds new features to North platform as it passes A$30 billion in AUM

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AMP has announced enhancements to its market-leading North wrap platform, continuing to make it easier and more efficient for advisers to support customers in achieving their financial goals. North recently... Read more continue reading

ASIC consults on new example Statement of Advice for life insurance

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ASIC has released a consultation paper on a new example Statement of Advice (SOA) for life insurance. Consultation Paper 284 Example Statement of Advice for life insurance: Update to RG... Read more continue reading

Slowest pace of borrowing in three years

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Private sector credit; China Purchasing Managers Indexes Lending: Private sector credit rose by 0.4 per cent in April after a 0.4 per cent gain in March. Annual credit growth of... Read more continue reading

The Story is this…these women are taking the financial services industry by storm

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With women currently representing only around 20% of Australia’s financial advisers, it’s extremely rare to find a financial services company that is predominantly women, but that is exactly the case... Read more continue reading

New education standards a hot topic as FPA Roadshow gathers momentum

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Financial planners continue to gather for the 2017 Financial Planning Association of Australia (FPA) National Roadshow, taking place at 33 locations around the country. This week, the Roadshow visits six... Read more continue reading

41 per cent of Australians under 25 don’t know how to pay their bills

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New research commissioned by BPAY Group has revealed younger Australians lack knowledge around bill payments and struggle with everyday finance management. 41 per cent of Australians aged between 18 and... Read more continue reading