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FINANCIAL PLANNING
INDUSTRY NEWS
The US funds management industry will continue to favour stocks over bonds, despite concerns of a slowing macro environment according to Russell Investment Group’s third ...
INDUSTRY NEWS
BT Financial Group has announced its chief executive David Clarke will step down as head of the group in February to pursue “wider business interests”, two years after ta...
INDUSTRY NEWS
Retail industry superannuation fund REST is actively examining options for the provision of financial advice to members....
INDUSTRY NEWS
AMP Financial Planning, as of next year, will demand its more than 1,000 authorised representatives sit an annual exam before they can continue practicing under the banne...
INDUSTRY NEWS
Research group Lonsec’s scepticism as to the capacity of domestic fund managers to establish thriving global equity arms has prompted it to place Perpetual Trustees Austr...
INDUSTRY NEWS
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
INDUSTRY NEWS
Investors are more inclined to invest new savings in shares and managed funds than they were a year ago, according the latest ING/Melbourne Institute Household Savings an...
INDUSTRY NEWS
The Australian Securities and Investments Commission has permanently banned a Tasmanian-based man from providing any financial services after it was found he promoted an ...
INDUSTRY NEWS
Standard & Poor’s has reacted to the departure of Perennial Investment Partners joint head of international equities Kerry Series last Friday by placing two funds under r...
INDUSTRY NEWS
Australia could be a prime target for a telephone investment scam sweeping the United States with the Australian Securities and Investments Commission warning investors t...
INDUSTRY NEWS
Australia's biggest retailer Coles Myer is considering offering financial planning services to customers, according to chief executive John Fletcher....
INDUSTRY NEWS
The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...
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MARKET INSIGHTS
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...