The Multiport SMSF Investment Patterns Survey

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Better performing markets see Trustees taking profits To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments to look at the

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New professionalism standards lift the bar on best practice in financial advice

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Centric Wealth has taken the lead in the financial advice industry by releasing its own formalised standards for best practice financial advice. The Centric Wealth Professionalism in Financial Advice Standards

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Clients happy with advisers’ trustworthiness and knowledge

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The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic about the performance

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ITG launches POSIT Marketplace in Australia to help manage trading costs in an increasingly complex market

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New ITG liquidity aggregator aims to reduce Australian trading costs Changing trading landscape means fund managers need tools to keep pace with best execution Investment Technology Group (ITG), a leading

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Darren Whereat appointed Asgard’s Head of Distribution

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Tim North Ash recruited to National Manager – Key Accounts, Institutional and NSW sales Craig Lawrenson, Head of Asgard, today announced the promotion of Darren Whereat to Head of Distribution

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SPAA calls for changes to APESB proposed standard on how to charge for financial advice

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Proposed standards will impose unreasonable and unsustainable obligations on accountants working as financial planners The Self Managed Super Fund Professionals’ Association (SPAA) has called for amendments to an Accounting Professional

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IRESS appointed Count’s strategic software partner

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Following an extensive review of potential software solutions, Count Financial Limited (Count) has selected IRESS Market Technology Limited (IRESS) as its strategic software partner. IRESS’ wealth management platform XPLAN will

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Zenith Diversified Sector Report Adds 11 New Funds & Also Addresses Advisers Client Investment Concerns

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Zenith Investment Partners Pty Ltd (Zenith) has just announced the release of its 2010 Diversified Sector Report and also confirmed that the study was structured to address a number of

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AFA launches Female Adviser of the Year Award

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Kerry Chikarovski appointed Patron The Association of Financial Advisers (AFA) today announced a new award – the AFA Female Adviser of the Year (the Award) – designed to champion excellence

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Professionalism and Ethics in Financial Planning

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Financial planning advice is becoming increasingly relevant to the economic objectives of Australians. However, the evidence suggests there are numerous ethical risks related to the provision of that advice and

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