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10 July 2013 • By Tim Stewart • 1 min read

Platform satisfaction up, switching down

Financial planners are less likely to want to switch platform providers than they were five years ago – but not all planners have the freedom to do so

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Super funds must justify every holding: Australian Ethical

Australian Ethical has dismissed superannuation industry concerns that the disclosure of individual portfolio holdings will open up trustees to unfair ...

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APRA standards renew offshoring concerns

The Australian Prudential Regulation Authority (APRA) this week released its latest set of prudential practice guides, which have drawn concern from ...

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Ibbotson expands investment management capacities

Ibbotson Associates Australia, a unit of Morningstar's Investment Management division, has expanded its distribution and client management ...

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ANZ appoints chief economist - July 2013

ANZ has appointed Glenn Maguire as chief economist, Asia Pacific. Mr Maguire will be responsible for economic research in South and South-East ...

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Westpac picks up Morningstar data technology

Investment research house Morningstar is to provide equity and data technological support to Westpac. The research house will enable Westpac’s ...

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Coalition confirms plans to amend FOFA

The Coalition has released its Policy to Boost Productivity and Reduce Regulation that confirms the party’s plans to amend the Future of Financial ...

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Major holes in proposed RG146 upgrade

New proposed upgrades to the financial planning industry’s minimum education standards seem to have left the door ajar for new practitioners to enter ...

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Look beyond franking credits: FIIG Securities

The franking tax system in Australia is promoting excessive risk, according to Elizabeth Moran, director of education and fixed income research at ...

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PIS parent upgrades insurance funding

Centrepoint Alliance, the parent company of national dealer group Professional Investment Services (PIS), has come to terms with NAB to improve the ...

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