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FINANCIAL PLANNING
INDUSTRY NEWS
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
INDUSTRY NEWS
Colonial First State has restructured its marketing department to bring marketing functions closer to the areas they support, resulting in the retrenchment of the divisio...
INDUSTRY NEWS
Differences in disclosure documents between major superannuation providers currently permitted by regulators and industry associations are making it too hard for investor...
INDUSTRY NEWS
Australian Unity is to finally consider demutualising as part of a move to grow its business, after resisting the trend set by similar organisations for 10 years....
INDUSTRY NEWS
The funds management arm of real estate giant Multiplex has bought 11 supermarkets scattered around provincial New Zealand and in Auckland to add to the other 22 retail, ...
INDUSTRY NEWS
MLC has taken the unusual step of terminating a mandate with Platinum Asset Management, one of four managers dropped in a global equity overhaul aimed at boosting after-t...
INDUSTRY NEWS
The Australian Taxation Office has moved to reinforce with employers their obligations under the new choice of fund regime, particularly their handling of the new choice ...
INDUSTRY NEWS
Citigroup Asset Management funds with any offshore exposure have been kept on hold by retail fund raters Standard & Poors, following the sale of the US firm to Legg Mason...
INDUSTRY NEWS
Mercer Global Investments added three diversified and four sector funds to its investment products range, taking a more aggressive approach to achieving returns whilst re...
INDUSTRY NEWS
Even though the corporate regulator has allowed financial planners to contravene sections of the Financial Services Reform Act that are the subject of Government refineme...
INDUSTRY NEWS
Sales for agribusiness schemes have broken through the $1 billion barrier for the 2005 financial year with eucalypts contributing most, research house Adviser Edge has re...
INDUSTRY NEWS
MLC has provided some scant details of its new service offer for aligned self-employed advice businesses, but is keeping most of the package under wraps until July 22....
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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...