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FINANCIAL PLANNING

INDUSTRY NEWS

Research house Lonsec has released its annual review of the property securities sector, describing the final quarter of financial year 2004 as a defining moment for liste...

INDUSTRY NEWS

Colonial First State launched its FirstChoice wholesale platform today while also announcing a record $7 billion funds under administration for its retail counterpart....

INDUSTRY NEWS

The Association of Independently Owned Financial Planners (AIOFP) through its project management arm, The Australian Financial and Career Consortium (AFCC), has picked up...

INDUSTRY NEWS

Aon Australia has commenced a program to grow its two financial planning arms by leveraging off its strong presence in the small to medium enterprise (SME) market by enco...

INDUSTRY NEWS

From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....

INDUSTRY NEWS

Complying pensions within SMSFs have been given a year long reprieve after widespread industry and community protest. Jason Spits looks at how the change came about and w...

INDUSTRY NEWS

A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....

INDUSTRY NEWS

Risk insurance group PrefSure Life will cut its ties with up to 1500 financial planners choosing instead to focus on a core group of 45 advisers, saving $3 million in exp...

INDUSTRY NEWS

Promina-owned Tyndall Investment Management has rolled two new funds out to retail investors in line with the firm signalling its intent earlier this year to expand its r...

INDUSTRY NEWS

Vanguard Investments has tweaked the composition of the ASX200 Index by excluding listed property trusts to form the basis of a new Australian share fund which aims to de...

INDUSTRY NEWS

The ability of small managers to outperform their larger counterparts is cementing the place of boutique funds in client portfolio construction, but Assirt Research is wa...

INDUSTRY NEWS

The Australian Prudential Regulation Authority says it has completed enforcement action against five directors of the former trustee of the Queensland-based Employees Pro...

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