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FINANCIAL PLANNING

INDUSTRY NEWS

Assirt Research has lost two more staff following the resignation of its head of data, Phil Waterfall and project manager and investment analyst, Tim Bowring....

INDUSTRY NEWS

Style neutral investment group Ausbil Dexia co-founder Michael Wilson has announced his retirement from the firm seven years after its launch through a joint venture betw...

INDUSTRY NEWS

The Australian Securities and Investments Commission is warning individuals considering investing in income stream products to be particular wary of debentures, unsecured...

INDUSTRY NEWS

The Australian Securities and Investments Commission has interjected an American investment roadshow operating in July and August around Australia to ensure attendees do ...

INDUSTRY NEWS

Macquarie Bank today announced the formation of a new funding vehicle for group subsidiaries not directly linked to its banking operations in response to new legislation ...

INDUSTRY NEWS

Colonial First State is seeking to expand its reach across the Asia-Pacific region by forming a series of alliances with fund managers in those countries to distribute a ...

INDUSTRY NEWS

Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....

INDUSTRY NEWS

Two of the industry's largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...

INDUSTRY NEWS

The Australian Taxation Office (ATO) is set to release guidance on superannuation re-contribution strategies employed by financial planners to leverage tax benefits....

INDUSTRY NEWS

Two of the industry’s largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...

INDUSTRY NEWS

A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....

INDUSTRY NEWS

Morningstar has snared a senior executive from competing firm Assirt Research as the group continues to restructure its web solutions division away from core development ...

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