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27 July, 2021 |
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Latest News |
Money Management Original | AMP to increase advice practice fee | AMP will be increasing the fees it charges to its advice practices incrementally from 1 January, 2022, and does not believe the increase will flow on to clients. |
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Money Management Original | Australia’s planning industry will follow UK trends | After changes to financial planning in the UK, the industry experienced somewhat of a value downturn in the industry but then quickly turned around and saw significant growth, according to WT Financial Group. |
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Sponsored Content | Behind the scenes of generating alpha | Learn how the BlackRock High Conviction Australian Equity Fund provides a differentiated approach to investing. Hear from the team on the trends they’re watching to help look for tomorrow’s winners. |
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Industry News | Lumiant adds fact find module | The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process. |
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Industry News | Expect more of the same for global fixed income | Global fixed income markets will see a repeat of Q2 performance in the second half of the year, according to Brandywine Global Investment Management, due to a lack of market conviction. |
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Industry News | De Gori to leave FPA | Dante De Gori will step down as chief executive from the Financial Planning Association of Australia after six years at the helm. |
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Industry News | AFA appoints CEO | Helen Morgan-Banda has been chief executive for the Law Society of New Zealand and the Royal New Zealand College of General Practitioners, and held corporate affairs positions for ANZ and AMP in New Zealand. |
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Industry News | Licence cancelled for Qld firm | Queensland-based financial services firm Fentborough has seen its Australian financial services licence cancelled for failing to lodge documentation. |
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Expert Analysis |
Money Management Original | Collaboration needed for future financial advice | As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdonald. |
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Money Management Original | A thematic change | Flows into thematic ETFs grew by 29% in the first half of 2021, writes Arian Neiron, as investors seek long-term investment themes. |
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