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FINANCIAL PLANNING
INDUSTRY NEWS
The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...
INDUSTRY NEWS
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
INDUSTRY NEWS
Absolute Capital has completed a management buyout of its minority shareholder Martplace (formerly AM Financial), and plans to take full control of the company by buying ...
INDUSTRY NEWS
Beacon Investment Management Services announced plans yesterday to roll out five types of individually managed accounts (IMAs), after striking a deal with IWL to pick the...
INDUSTRY NEWS
CPH Investment Corporation (CPHIC) chief executive Chris Cuffe will take on the role of acting chief executive at Challenger as the two groups today announced they had si...
INDUSTRY NEWS
The financial services industry will more than double in size to $1.4 trillion in assets over the next 10 years with an annualised growth rate of 8.15 per cent according ...
INDUSTRY NEWS
Morningstar has appointed former chief operating officer Scott Cooley as chief executive officer of its Australian and New Zealand businesses....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) and van Eyk Research will meet with financial planners in Sydney later this month to combat perceived bad perc...
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
Deakin Financial Services Group has opened a new sales and administration office in Brisbane as part of its strategy to provide local, visible and accessible support for ...
INDUSTRY NEWS
IWL passed the critical 90 per cent ownership of Sanford Securities late on Thursday, allowing it to now compulsorily acquire the remaining stock of the group as permitte...
INDUSTRY NEWS
Australian Unity Funds Management has been awarded an overall rating of ‘competent’ by research house Assirt in the areas of business management and operating capability....
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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...