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FINANCIAL PLANNING
INDUSTRY NEWS
Kerry Packer-backed Challenger Financial Services’ purchase last year of Associated Planners is paying surprise dividends, with Genesys Wealth Advisers pushing well into ...
INDUSTRY NEWS
Fund incubator and private client services company Equity Trustees put their highly publicised woes of 2003 further behind them yesterday by announcing a net annual profi...
INDUSTRY NEWS
Traditional methods of portfolio construction should be abandoned, as they cannot cater for some asset classes such as options, have difficulty accounting for global equi...
INDUSTRY NEWS
Industry Fund Services has said it will refer to ASIC an analysis by Chant West Financial Services questioning the validity of claims made by industry funds in an adverti...
INDUSTRY NEWS
Sydney planning firm Money Solutions has entered into a partnership with REST to provide financial advice to its 1.5 million members....
INDUSTRY NEWS
A troupe of public sector and industry superannuation funds have demanded Australia’s biggest companies more clearly disclose how they make sure their directors do not fu...
INDUSTRY NEWS
China and Taiwan will be the big growth centres for mutual funds over the next five years according to Boston-based research house, Cerulli Associates....
INDUSTRY NEWS
The Federal Opposition has criticised the corporate regulator for not going far enough in what is already being perceived by the industry as too harsh an assessment of fi...
INDUSTRY NEWS
The financial services industry has an important role to play in strengthening Australia’s national security, according to Federal Police Commissioner Mick Keelty....
INDUSTRY NEWS
A financial adviser was banned, another had his operation shut down, and a superannuation scheme promoter jailed for 18 months as a result of three separate actions initi...
INDUSTRY NEWS
A little known financial services group has started a petition calling for fund managers to be hit with cash penalties for failing to release clients’ superannuation with...
INDUSTRY NEWS
Coin Software has put the official seal on the long anticipated deal to roll out its desktop financial planning tools to the Commonwealth Bank’s 3,000 plus adviser networ...
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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...