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FINANCIAL PLANNING
INDUSTRY NEWS
Perpetual Private Clients, a division of Perpetual Trustees, is encouraging advisers to discuss charitable donations with clients, following its launch of a new low-entry...
INDUSTRY NEWS
Centrestone Wealth Management has pushed on with its plans to purchase other planning practices with its first external acquisition, ProVision Financial....
INDUSTRY NEWS
Mercer Investment Consulting will now rate alternative active Australian fixed income products, choosing the option over conventional active Australian fixed income produ...
INDUSTRY NEWS
Tower Limited has concluded a $30 million capital restructure to exceed solvency requirements imposed by the Australian Prudential and Regulatory Authority (APRA)....
INDUSTRY NEWS
Geof Marsh has joined Morningstar as Australian national account executive, and will now be responsible for managing and developing the research house’s relationships wit...
INDUSTRY NEWS
Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...
INDUSTRY NEWS
Listed financial services group Hartleys has reached an agreement with a management buyout committee today to transfer the group’s Perth-based wealth management staff and...
INDUSTRY NEWS
The International Organisation for Standardisation (ISO) is a step closer to introducing an international standard for financial planning to Australia that would require ...
INDUSTRY NEWS
The Financial Planning Association has hailed the meeting of its 31 chapters in Sydney as a huge success according to general manager, Rohan Burgess....
INDUSTRY NEWS
The Administrative Appeals Tribunal (AAT) has upheld an Australian Securities and Investments Commission (ASIC) ruling permanently banning an investment adviser from acti...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has permanently banned another financial adviser from the industry after involvement in a notorious Nigerian l...
INDUSTRY NEWS
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
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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...