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FINANCIAL PLANNING
INDUSTRY NEWS
IWL has moved to expand its financial advisory software to include a risk insurance tool following the appointment of former Investment Data Technologies (IDT) specialist...
INDUSTRY NEWS
Melbourne-based SMF Funds Management has acquired small dealer group firm LynchPin Financial Services as part of its flagged strategy to boost distribution through either...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has banned a Perth-based investment adviser from acting as an authorised representative of a securities dealer...
INDUSTRY NEWS
Alternative investment firm Absolute Capital has announced the sale of its third party securitisation transaction business Absolute Capital Markets to a new pooled develo...
INDUSTRY NEWS
The Federal Opposition is claiming a key victory on dollar disclosure within the new Financial Services Reform regime, following the passage last week of amendments to th...
INDUSTRY NEWS
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
INDUSTRY NEWS
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
INDUSTRY NEWS
Paul Kofod, the head of financial advisers at St George Bank has left the group and been replaced by former ANZ staffer Ferooz Normoyle....
INDUSTRY NEWS
The Australian Consumers’ Association (ACA) has hit out at the funds management and financial planning industry in Australia, stating it is “characterised by structural c...
INDUSTRY NEWS
The Personal Choice Master Fund will pay a distribution to advisers only 12 months after its commence of operations....
INDUSTRY NEWS
The National Australia Group owned Garvan Financial Planning and MLC Financial Planning dealer groups are facing a groundswell of dissatisfaction from their 600 advisers ...
INDUSTRY NEWS
AMP has confirmed that it is willing to review its investment platform strategy as part of a bid to rejuvenate its wealth management business under new chief executive An...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...