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FINANCIAL PLANNING
INDUSTRY NEWS
DST International has introduced a new feature to its HiPortfolio/3 Investment Accounting Solution to help financial services institutions more easily and accurately mana...
INDUSTRY NEWS
Western Australian-based wealth management company Plan B has extended its geographic reach, with the acquisition of New Zealand company Strategic Asset Management....
INDUSTRY NEWS
AMP Financial Planning has revealed it considered a legal challenge over the post shadow shopping investigation by ASIC that resulted in an enforceable undertaking, but d...
INDUSTRY NEWS
Investment house Tricom Equities has launched a new service specially designed to aid financial planners in managing model portfolios associated with separately managed a...
INDUSTRY NEWS
Emerging growth-style manager Orion Asset Management has announced the formation of a distribution alliance with US-based boutique asset management firm, Trilogy Global A...
INDUSTRY NEWS
The Financial Industry Complaints Service has undertaken to respond to concerted criticism from within and without the financial services industry over its performance an...
INDUSTRY NEWS
Australian Wealth Management has signalled its intention to pursue further acquisitions in the superannuation and funds management area, after reporting a 39 per cent inc...
INDUSTRY NEWS
Brisbane-based financial planning group Australian Investment & Financial Planners Pty Ltd has changed its name to My Adviser – beginning the first in a number of changes...
INDUSTRY NEWS
ING Financial Planning and ING’s largest dealer group, RetireInvest, will be combining their back-office operations from January, next year....
INDUSTRY NEWS
Three market data and trading companies are to merge to provide an all-in-one financial services platform for investors....
INDUSTRY NEWS
ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...
INDUSTRY NEWS
RetireInvest has signalled its intention to move further into the aged care market in the wake of its recent alliance with the Mackenzie Aged Care Group....
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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...