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FINANCIAL PLANNING
INDUSTRY NEWS
St George Group has surprised the market by announcing changes to the structure of its wealth management and retail financial services division, resulting in the departur...
INDUSTRY NEWS
The Snowball Group has declared its intention to purchase Western Pacific Financial Group, which will result in scale benefits for the combined entity and a new level of ...
INDUSTRY NEWS
An ongoing deterioration in the equity risk premium will require retail investors to “temper investment return expectations and adopt a more creative stance to eke out po...
INDUSTRY NEWS
One of the major benefits Walter Scott and Partners will be able to reap from its acquisition by Mellon Financial Corporation will be the new owner’s distribution network...
INDUSTRY NEWS
Western Australian-based financial services and stock broking firm Hartleys, with over $500 million in funds under advice, has agreed to continue to use support systems p...
INDUSTRY NEWS
As the industry steps up its defence against a looming legacy problem, Zurich Financial Services is nearing the end of its rationalisation process and is close to putting...
INDUSTRY NEWS
The Australian Securities and Investments Commission has made a number of orders against Bridgecorp Finance in relation to significant concerns regarding the company’s fi...
INDUSTRY NEWS
Schroders Investment Management has a new Australian chief executive officer, announcing today that it had appointed its head of product, Asia Pacific, Greg Cooper to tak...
INDUSTRY NEWS
The corporate regulator has banned a former representative of the Lonsdale Financial Group from providing financial services for five years after finding he gave clients...
INDUSTRY NEWS
A leading academic and dealer group chief has cast serious doubt on the role of risk profiling as a key foundation to financial planning....
INDUSTRY NEWS
A Townsville financial adviser has been banned for two years by the Australian Securities and Investments Commission after being reported by his employer, RetireInvest....
INDUSTRY NEWS
The Financial Planning Association’s Value of Advice campaign featuring the anti-hero Dazza has been well received to date and has gone a long way toward alerting consume...
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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...