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FINANCIAL PLANNING

INDUSTRY NEWS

Bluestone Equity Release has added a capped for life variable interest rate loan to its EquityTap range of reverse mortgage products, said to be the first capped variable...

INDUSTRY NEWS

Sixteen planning practices in the Financial Wisdom network have entered a program of business coaching and consulting through the dealer group’s Enterprise 121 operation,...

INDUSTRY NEWS

ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...

INDUSTRY NEWS

Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...

INDUSTRY NEWS

The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...

INDUSTRY NEWS

Sandeep Kothari, portfolio manager of the Fidelity India Fund, is a true believer in the India story....

INDUSTRY NEWS

Financial planning software provider Investment Data Technologies has announced it will sell its non-core business services, following the appointment of a voluntary admi...

INDUSTRY NEWS

HFA Asset Management has surpassed $2 billion in assets under management, after being awarded an $88.7 million mandate from Suncorp Life and Superannuation....

INDUSTRY NEWS

RetireInvest chief executive George Haramis has resigned from his post citing family commitments. He will officially depart the head role at the ING owned dealer group in...

INDUSTRY NEWS

Small cap initial public offers generated outstanding returns for investors in 2005, eclipsing the performance of their larger company counterparts on average by 15 per c...

INDUSTRY NEWS

Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....

INDUSTRY NEWS

A financial adviser who deliberately concealed a criminal past from two prospective employers has been permanently banned from providing financial services....

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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...

22 hours 54 minutes 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 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 18 hours ago