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FINANCIAL PLANNING

INDUSTRY NEWS

A robust market with an appetite for boutiques has aided listed financial services firm Treasury Group to double funds under management for the year ending June 30, and i...

INDUSTRY NEWS

With independence comes choice – and planners at Matrix Planning Solutions are enjoying both. Kate Kachor looks at their decision to go solo....

INDUSTRY NEWS

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INDUSTRY NEWS

A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...

INDUSTRY NEWS

AMP has announced $40 million worth of fee cuts to its key superannuation and retirement income products ahead of the new choice of superannuation environment....

INDUSTRY NEWS

The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....

INDUSTRY NEWS

Morningstar and its former chief executive Graham Rich are one step closer to a potential courtroom showdown after the NSW Supreme Court rejected two claims by the resear...

INDUSTRY NEWS

Trust Company has appointed former Challenger consultant Assyat David to head up its financial services division and complete a group-wide business review kicked-off in A...

INDUSTRY NEWS

Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...

INDUSTRY NEWS

Challenger Financial Services Group’s formal acquisition of Associated Planners Financial Services on Friday concluded at an almost $10 million discount to the industry a...

INDUSTRY NEWS

Corporate credit rating and investment grading agency Rapid Ratings has struck a deal with the Securities Investors Association of Singapore to distribute its equity and ...

INDUSTRY NEWS

Australia and the United States of America will seek to further integrate their respective financial services sectors through a series of scheduled talks between the Fede...

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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....

1 week 2 days ago

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 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 5 days ago