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FINANCIAL PLANNING
INDUSTRY NEWS
Ipac Securities is expanding its business reach to cover the Brisbane financial planning market, after announcing plans to open an office there this month....
INDUSTRY NEWS
Independent ratings company Adviser Ratings has found that almost a third of financial planners have noticed a change in business volume since the release of the Australi...
INDUSTRY NEWS
Three major industry groups have called for changes to the taxation arrangements for the provision of financial advice in submissions to the Senate Select Committee on Su...
INDUSTRY NEWS
LARGE financial planning groups must reconsider the structure and culture of their businesses to avoid losing clients to more adaptable and individually focused smaller i...
INDUSTRY NEWS
The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...
INDUSTRY NEWS
Palandri Investment Management is continuing to use financial planners for the distribution of its managed investment schemes, despite the recent bad publicity surroundin...
INDUSTRY NEWS
As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...
INDUSTRY NEWS
Former ING head of practice development Richard Klipin has moved out of a joint venture set by himself and a number of other ING staffer to take on the role of New South ...
INDUSTRY NEWS
Perpetual Investments has emerged as the strongest smaller companies fund manager in Morningstar’s new Australian Equities Smaller Companies qualitative sector strength r...
INDUSTRY NEWS
AMP Limited has announced the terms of the $500 million demerger capital raising being mounted via a Share Purchase Plan (SPP) which kicked off today and is scheduled to ...
INDUSTRY NEWS
Value and growth funds management styles became increasingly muddled during the month of April, according to the latest Intech performance survey, as Australian and inter...
INDUSTRY NEWS
Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...
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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...