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It's hard enough treating every one fairly in an estate plan – but it's even more difficult when the beneficiaries are part of a blended family. Jack Houwing describes hi...
INDUSTRY NEWS
Ipac Securities has established one of the first ever financial planning firms in Singapore, taking about $1 million dollars in funds under advice in its first months of ...
INDUSTRY NEWS
Aegis Equities Research has struck a deal with MLC to provide direct equities research to advisers within the group through MLC MasterKey Custom platform....
INDUSTRY NEWS
Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...
INDUSTRY NEWS
The Association of Independently Owned Financial Planners (AIOFP) is distancing itself from the broader financial planning industry in terms of underwriting risk as it em...
INDUSTRY NEWS
Financial planning group FuturePlus will look to open offices in both Newcastle and Western Sydney as part of an ongoing program to provide financial planning services in...
INDUSTRY NEWS
Perpetual Trustees head of marketing Michael Young has stepped away from the group, ending his seven year relationship with the company....
INDUSTRY NEWS
Sydney-based financial planning group Morrison Carr will embark on an ambitious recruitment program by offering a flat dealer fee to advisers of $1,000 per month....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has banned a Sydney securities dealer for three years as part of its ongoing investigation into the now defunc...
INDUSTRY NEWS
Financial planning software provider Syscorp has signed an alliance with Computer Science Corporation (CSC) for the latter to act as a distribution channel for Syscorp’s ...
INDUSTRY NEWS
Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...
INDUSTRY NEWS
The Financial Planning Association (FPA) has come under fire for shutting down a voluntary committee looking into the issue of risk profiling, despite some members claimi...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...