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FINANCIAL PLANNING

INDUSTRY NEWS

A coalition of global investors is writing to 86 major companies urging them to honour the reporting requirements of the United Nations Global Compact, the world's bigges...

INDUSTRY NEWS

With the global financial crisis driving smaller lenders and mortgage brokers out of the market, Chris Kennedy finds the mortgage market is headed for a transitional year...

INDUSTRY NEWS

Centric chairman Philip Kelly spoke with Lucinda Beaman about the financial services industry and his plans for 2010....

INDUSTRY NEWS

Deutsche Asset Management enters into an arrangement to sell Desk Caddie to Strategy Steps....

INDUSTRY NEWS

BlackRock has announced that Morry Waked, global chief investment officer of scientific active equities (SAE) and head of the Australia SAE business, has made a personal ...

INDUSTRY NEWS

The Productivity Commission has recommended the corporate regulator take a greater role in the oversight of the not-for-profit sector....

INDUSTRY NEWS

Increased ASIC standards regarding PI insurance are expected to lead to higher premiums, but the full effects may not be evident for some time....

INDUSTRY NEWS

Australian Unity Investments has restructured its operations in response to recent expansion....

INDUSTRY NEWS

Financial planners would be wise to draw up a kind of 'pre-nuptial' agreement with other service providers they are keen to engage in a joint venture, according to Gold S...

INDUSTRY NEWS

Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case...

INDUSTRY NEWS

ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....

INDUSTRY NEWS

Lobby groups have oversimplified the financial services debate, leaving the roots of the industry’s problems unexposed, argues the executive manager of Guardian Financial...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago