Julie Bennett
News by this author
25 May
Financial services groups will lead the way in braodcasting over the Internet, according to Internet developer James Agnew....
25 May
What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...
17 May
The old way of networking is dead, according to Robyn Henderson, author of five books on the subject and director of her own company “Networking to Win”....
16 May
Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....
11 May
Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....
11 May
It’s official –Australian financial planners are heavy users of technology. A survey conducted by Salomon Smith Barney Asset Management (SSB) reveals that 97 per cent o...
11 May
The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...
10 May
Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....
04 May
It’s official –Australian financial planners are heavy users of technology....
02 May
BNP Investment Management (Australia) (BNP) has signed an agreement with MFS Institutional Advisers (Australia) (MFS) for exclusive use of MFS investment products and ser...
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Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
1 week 4 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
3 days 11 hours ago
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
4 days 15 hours ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...