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FINANCIAL PLANNING
INDUSTRY NEWS
MLC will present its new look MasterKey platform to the market next week when it goes live with a raft of changes announced late last year aimed at enabling advisers to m...
INDUSTRY NEWS
The major obstacle to Australia becoming a regional centre for funds management has been removed by the Senate’s passage of the New International Tax Arrangements (Manage...
INDUSTRY NEWS
Australian Unity Investments has continued to expand its specialisation in property funds management with the launch of a new high-yield mortgage trust....
INDUSTRY NEWS
Online broking firm E*Trade Australia has scotched rumours it will torpedo technology group IWL’s efforts to acquire rival broking firm JDV following reports in today’s m...
INDUSTRY NEWS
Set for a fresh dash down the acquisitions path, listed non-aligned dealer group Fiducian Portfolio Services today announced a shake-up of its distribution team....
INDUSTRY NEWS
Merrill Lynch Investment Managers has created four distinct distribution divisions to replace its existing wholesale/retail configuration and has honed its sales structur...
INDUSTRY NEWS
Far fewer Australians are seeking financial advice, yet paradoxically they think the standard of that advice has dramatically improved, according to a survey of 25,000 co...
INDUSTRY NEWS
Financial Planners will face tougher conduct guidelines after a new code of practice was issued today, raising the bar on disclosure and urging advisers to give up commis...
INDUSTRY NEWS
Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...
INDUSTRY NEWS
Hundreds of financial planning practices could incur huge fines or lose the right to operate their businesses if they fail to produce overdue 2004 annual accounts and aud...
INDUSTRY NEWS
Women are more inclined to seek professional advice than men when making investment decisions, while the latter rely more than females on newspapers and magazines accordi...
INDUSTRY NEWS
A former South Australian options adviser and stockbroker was committed to stand trial in the Adelaide Magistrates Court late last week facing 52 forgery charges relating...
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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...