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INDUSTRY NEWS
National Australia Bank-owned Garvan Financial Planning has attracted a five adviser strong business away from Commonwealth Bank-owned Financial Wisdom....
INDUSTRY NEWS
Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...
INDUSTRY NEWS
Wholesale wrap platform Avanteos has signed a deal with Colonial First State to access its FirstChoice wholesale multi-manager funds....
INDUSTRY NEWS
Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...
INDUSTRY NEWS
Household savings rates in many OECD countries have fallen sharply in recent years, with the United States, Canada, Britain, Australia and New Zealand now having the lowe...
INDUSTRY NEWS
Encouraging people to take baby steps to improve their finances and avoid the “grim reaper” of monetary disaster will be the focus of the Financial Literacy Foundation’s ...
INDUSTRY NEWS
Individual managed accounts (IMAs) have been touted as the next big thing in financial services for a number of years. Admittedly, nobody knows exactly how many funds und...
INDUSTRY NEWS
Unlicensed providers may soon be allowed to offer generic online financial calculators if proposals outlined in a consultation paper released yesterday by the Australian ...
INDUSTRY NEWS
Four Sydney partners of independent dealer group Bentleys MRI Australia (BMRIA) are to join listed accountancy and financial planning group Investor Group through its sub...
INDUSTRY NEWS
The venture capital arm of Perth based dealer group Western Pacific has taken minority stakes in two boutique fund managers — MMC Asset Management and Select Asset Manage...
INDUSTRY NEWS
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
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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...