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FINANCIAL PLANNING

INDUSTRY NEWS

FLEDGLING boutique financial services group Mariner Financial has bolstered its ranks with the appointment of a chief financial officer and another business development m...

INDUSTRY NEWS

Asgard has unveiled further details of its mini-master trust, Elements, but says it will not differentiate the product on fees alone due to fierce competition in the mark...

INDUSTRY NEWS

Financial services group Aviva, and its platform business Navigator are to roll out the group’s revised PlanIt planning software and will consider giving it to financial ...

INDUSTRY NEWS

The Federal Opposition last week criticised the Government’s policy encouraging children to open superannuation accounts, launched during the last Federal election with m...

INDUSTRY NEWS

Dealer group Garrisons has added Colonial FirstChoice and Perpetual WealthFocus to its platform offering after conducting a review fuelled by adviser concern the Challeng...

INDUSTRY NEWS

St George Bank has reaped the benefits of an expanded distribution network, stronger equity markets and renewed investor confidence over the past twelve months with an al...

INDUSTRY NEWS

Zurich Financial Services Australia is honing its focus on growing key accounts with the appointment of a distribution operations manager, Jenny Pang, to provide sales an...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has ordered that a planner with the Bongiorno Financial Advisers group be prohibited from acting as a represen...

INDUSTRY NEWS

Morningstar’s push into the area of investment consulting has drawn its first success with the Auswide master fund signing the managed funds research house to a three yea...

INDUSTRY NEWS

Lonsec Securities has maintained its outlook for AMP Capital Investors’ capital funds despite the sudden departure of its director, Michael Evans, late last week....

INDUSTRY NEWS

MLC has launched a new platform for planners - AdviserCentral - and will roll it out to its 1,400 strong adviser network....

INDUSTRY NEWS

I AM a director of a dealer that will soon transition and have been offered a second directorship of a dealer that has transitioned and holds an Australian Financial Serv...

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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...

14 hours ago

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

1 week ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

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

2 days 9 hours ago