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FINANCIAL PLANNING

INDUSTRY NEWS

Colonial First State has prevailed as the dominant force in the retail managed funds industry, despite registering a drop in inflows of $616 million for the year to date ...

INDUSTRY NEWS

National Australia Bank has finalised its new executive line-up, just two weeks after appointing ex-Citigroup boss Ahmed Fahour as chief executive officer, by signing-up ...

INDUSTRY NEWS

National Australia Bank has added four new non-executive directors to its board only days after signing up two new executive directors....

INDUSTRY NEWS

The Australian Securities and Investments Commission has shut down another illegal early super release scheme with the scheme’s operators surrendering their passports pen...

INDUSTRY NEWS

Lifespan Financial Planning will lose a pivotal executive this week with research manager William Tomac signalling his departure after more than eight years with group....

INDUSTRY NEWS

Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...

INDUSTRY NEWS

Former Saxby Bridge managing director Jeffrey Braysich along with Perth Businessman Dean Scook have been committed to stand trial on 300 market manipulation charges in th...

INDUSTRY NEWS

Ipac-owned fledgling dealer group, Monere Financial Planning, has hired former Garrisons senior staffer Colin Williams to spearhead a recruitment drive to attract planner...

INDUSTRY NEWS

Switzerland-based insurance company Zurich Financial Services has nearly doubled its net income for the first half of 2004 pinning the rise on higher premium income, lowe...

INDUSTRY NEWS

Ipac Securities will receive around $9 million in scrip from its AXA Asia Pacific parent after passing its first target in terms of inflows as part of the agreement struc...

INDUSTRY NEWS

Aviva has revamped its distribution division following the departure of its general manager distribution Shaun Williams and national sales manager Paul Greenwood, who bot...

INDUSTRY NEWS

Boutique investment group Select Asset Management has stepped up its push into the absolute return and alternative investment space, bringing former Berkley Group head of...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago