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FINANCIAL PLANNING
INDUSTRY NEWS
Perpetual Trustees Australia has dropped the ‘trustees’ designation from its title and centralised its operations into one Sydney-based location....
INDUSTRY NEWS
Superannuation investors have enjoyed a second consecutive year of returns in the double-digits according to the 2005 Mercer Pooled Fund Survey, with the median fund in t...
INDUSTRY NEWS
Boutique fund incubator Equity Trustees has gotten off to an exceptional start for the 2005-06 financial year, having posted a 190 per cent increase in net fund inflows f...
INDUSTRY NEWS
The superannuation guarantee and strong economic and stock market performance have raised the average amount each Australian holds in managed funds to $45,300, far more t...
INDUSTRY NEWS
Asgard Wealth Solutions has decided to make two of its high interest yielding products available to investors using the Asgard platform in an effort to attract a greater ...
INDUSTRY NEWS
The local arm of US-based investment bank Goldman Sachs JBWere, has launched a new managed fund that will mostly invest in infrastructure stocks listed on the Australian ...
INDUSTRY NEWS
The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...
INDUSTRY NEWS
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
INDUSTRY NEWS
Creditors who lost money from failed investments attributed to Westpoint are preparing to launch a class action against the financial planners who helped sell them the pr...
INDUSTRY NEWS
Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....
INDUSTRY NEWS
ASIC has made its regulatory presence felt in the superannuation choice of fund environment with exercises such as super switching surveillance and a current shadow shopp...
INDUSTRY NEWS
The new merged entity between Australian Wealth Management and Select Managed Funds, collectively with its “affiliates”, will have close to 10 per cent of all the financi...
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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...