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FINANCIAL PLANNING
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...
INDUSTRY NEWS
Balanced funds with an overweight position on large cap Australian equities continue to be rewarded, with the ASX 300 again proving the best mainstream home for investors...
INDUSTRY NEWS
Zurich Financial Services Australia has centralised all its corporate superannuation and wrap operations, creating a new dual role to oversee its activities in these area...
INDUSTRY NEWS
Westpac chief executive David Morgan will deliver an upbeat assessment of BT Financial Group to an Australasian investment forum in New York this week....
INDUSTRY NEWS
The Finance Sector Union has begun a campaign to reduce the gap between male and female wages in the financial services industry, a gap it claims is the largest of all in...
INDUSTRY NEWS
APN Funds Management has secured platform specialist John Hyslop as its new national sales and distribution manager....
INDUSTRY NEWS
ING’s OptiMix multimanager funds have scored a ‘recommended’ rating from research house Lonsec, mainly in light of top quartile returns and successful tactical asset allo...
INDUSTRY NEWS
The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....
INDUSTRY NEWS
Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....
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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...