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FINANCIAL PLANNING
INDUSTRY NEWS
Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....
INDUSTRY NEWS
The Securities Institute of Australia and the Australasian Institute of Banking and Finance are to merge, subject to member approval from both organisations....
INDUSTRY NEWS
With the full privatisation of Telstra viewed as likely to compromise the ability of the company’s employees to remain members of the public sector CSS super fund, their ...
INDUSTRY NEWS
Count Financial has coaxed Albury-based financial planning firm, The Next Step, away from its previous institutionally-owned dealer group....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has forced an undertaking from one promoter of wealth creation seminars and won a court case against another g...
INDUSTRY NEWS
Colourful British billionaire Richard Branson’s Virgin group has blasted Australian financial planners as self-interested and greedy while yesterday revealing that it wou...
INDUSTRY NEWS
A marriage break up and a death in the family formed part of the reason why Hobart based financial planner Brendan Moore did not give four of his clients statements of ad...
INDUSTRY NEWS
One of the industry standards which will make the transition to choice of fund easier for employers has been launched by the Assistant Treasurer, Mal Brough....
INDUSTRY NEWS
A Tasmanian financial planner has become the first scalp in the corporate watchdog’s new super switching campaign, after not giving his clients statements of advice....
INDUSTRY NEWS
Reports of the property market’s death have been greatly exaggerated, according to a new survey showing a 14.7 per cent rise in mortgage sales across Australia during Mar...
INDUSTRY NEWS
Capstone Financial Planning has targeted New South Wales as the next stage in its growth plans with the dealer group now holding more than $1 billion of funds under advic...
INDUSTRY NEWS
Van Eyk Three Pillars, the listed quantitative investor in Australian equities, has shared its high returns with investors by paying a special dividend....
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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...