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FINANCIAL PLANNING

INDUSTRY NEWS

Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....

INDUSTRY NEWS

Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....

INDUSTRY NEWS

St George has entered into an agreement with investment company Kaplan Equity whereby each party will hold a 50 per cent stake in Ascalon Capital Managers....

INDUSTRY NEWS

Parliamentary secretary to the treasurer Chris Pearce has stated that he intends to make further refinements to the Financial Services Reform Act over the next 12 months....

INDUSTRY NEWS

Prospectus issuers and their advisers have failed to fully meet Corporations Act disclosure requirements to provide “clear, concise, and effective” prospectuses according...

INDUSTRY NEWS

Most asset consultants add enough value to justify the fees they charge, according to the latest research on the sector published by actuarial firm, Rice Walker....

INDUSTRY NEWS

The Senior Australian Equity Release Association of Lenders (SEQUAL) was formed early last year in order to set voluntary codes of conduct for its member organisations – ...

INDUSTRY NEWS

The ACA has called for greater prudential control over unsecured investments following the winding up of two Westpoint mezzanine finance companies, and warned investors o...

INDUSTRY NEWS

Increasing domestic consumption, export demand from China and the United States, and company profits are expected to fuel an already burgeoning Japanese economy according...

INDUSTRY NEWS

BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....

INDUSTRY NEWS

The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....

INDUSTRY NEWS

Younger members of superannuation funds are more likely to switch funds than more mature aged members under the new choice regime, according to Mercer Wealth Solutions’ S...

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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...

1 day ago

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 days 20 hours ago