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FINANCIAL PLANNING

INDUSTRY NEWS

Macquarie Group is in discussions with Charter Hall about the potential acquisition of parts of Macquarie’s real estate funds management platform, according to a statemen...

INDUSTRY NEWS

Andrew Bird to leave the research house in March....

INDUSTRY NEWS

The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...

INDUSTRY NEWS

New analysis published by Citi Group has revealed the degree to which National Australia Bank's acquisition of AXA Asia Pacific would change the shape of the retail super...

INDUSTRY NEWS

Consultum head Stuart Abley argues while fee-for-service will benefit the industry, both advisers and clients must retain the right to choose their remuneration model....

INDUSTRY NEWS

Proposed changes to the law will strengthen ASIC's investigative powers and increase penalties for market-related offences....

INDUSTRY NEWS

Robert Harrison, chief executive of BNP Paribas Investment Partners Australia, has been selected to head the combined entity for Australia and New Zealand....

INDUSTRY NEWS

The Perpetual Split Growth Fund, which uses a mix of international shares and Australian industrial shares, has been assigned a four-star rating by Standard & Poor's....

INDUSTRY NEWS

Westpac Online Investing will offer market data, portfolio management, access to Aegis Research, Reuters newsfeeds and analysis from Morningstar....

INDUSTRY NEWS

The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....

INDUSTRY NEWS

The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....

INDUSTRY NEWS

The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....

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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...

2 weeks ago

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

3 weeks 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....

2 weeks 2 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...

4 weeks 1 day 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 6 days ago