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INDUSTRY NEWS
As financial markets dive, bankers and investors alike are wondering whether to rebalance and just how risk averse they should become....
INDUSTRY NEWS
The FPA’S investigation into the activities of Tasmanian-based adviser Brendan Moore that commenced late last year is nearing its conclusion....
INDUSTRY NEWS
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
INDUSTRY NEWS
The FPA is currently investigating reports of rule breaches at a CFP certification examination conducted on May 18....
INDUSTRY NEWS
Boutique dealers will need to have more than 100 advisers to remain profitable, according to a new costs and revenue survey of financial planning dealer groups....
INDUSTRY NEWS
Mercer Global Investments (MGI) has launched an income fund that represents its first product purely aimed at retail investors....
INDUSTRY NEWS
Dow Jones Indexes has launched a blue-chip index measuring the performance of the 50 largest and most liquid companies in Brazil, Russia, India and China....
INDUSTRY NEWS
Two Gottex funds managed by Select Asset Management have been awarded a ‘highly recommended’ rating in a Morningstar survey of funds of hedge funds....
INDUSTRY NEWS
Long-serving Promina Group chief financial officer Harold Bentley is to retire, and will be replaced by the chief executive of Promina’s subsidiary, Vero Australia, Dunca...
INDUSTRY NEWS
The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....
INDUSTRY NEWS
Any analysis of the success or otherwise of superannuation choice on its first anniversary would be incomplete without revisiting the industry speculation on its potentia...
INDUSTRY NEWS
Super choice was introduced in July 2005 to allow Australian’s to make their own decisions about how they want to invest for their retirement. Few argued against the legi...
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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...