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FINANCIAL PLANNING
INDUSTRY NEWS
A Sydney-based finance broker has felt the wrath of the corporate watchdog for a second time after being convicted in the Central Local Court of managing a company while ...
INDUSTRY NEWS
A fourth option for advisers wanting exposure to offshore listed property trusts has emerged, with AMP Capital Investors launching a retail version of its Global Property...
INDUSTRY NEWS
Working women stand to be particularly disadvantaged by the implementation of the new choice of fund regime, with many potentially unaware that advisers receive commissio...
INDUSTRY NEWS
Mercer Human Resources Consulting has secured Australia’s biggest actuarial name, with David Knox joining its Melbourne-based superannuation consulting division this week...
INDUSTRY NEWS
Minister for revenue and assistant treasurer Mal Brough has sought to reassure employers that they will not be unnecessarily burdened by choice of fund requirements, incl...
INDUSTRY NEWS
Listed financial services and planning group DKN Financial has asked shareholders with a small holding in the company to sell their stake in attempt to save on administra...
INDUSTRY NEWS
BT Financial Group’s no-frills wrap, Wrap Essentials, has undergone one of its largest menu expansions since its inception, adding 14 new funds to its list of investment ...
INDUSTRY NEWS
Two financial planners who dishonestly sold migrants in south-west Sydney tax-effective investment plans have been banned permanently by the Australian Securities and Inv...
INDUSTRY NEWS
Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...
INDUSTRY NEWS
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
INDUSTRY NEWS
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
INDUSTRY NEWS
BT Financial Group has revealed that new chief executive Rob Coombe, who officially steps into the role today, will earn an annual base salary of $600,000, but could earn...
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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...