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FINANCIAL PLANNING
INDUSTRY NEWS
Growth-options within superannuation funds - those with a 70/30 split between growth and conservative investments - are experiencing one of their most volatile periods of...
INDUSTRY NEWS
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
INDUSTRY NEWS
Tower Limited has experienced further changes to the composition of its board following the appointment of two executives and the departure of long-standing director Lanc...
INDUSTRY NEWS
Listed financial planning company Snowball has struck an alliance deal with Capital Partners Consulting, a west Australian corporate superannuation and private client adv...
INDUSTRY NEWS
Sealcorp marketing director Kate Mulligan will take on the role of Advance Funds Management managing director with the current managing director Stephen Lam stepping into...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has refused to make any further moves in redressing the error which originally placed Brisbane-based Community...
INDUSTRY NEWS
Ex-head of financial services at St George Bank, Paul Kofod, will join Commonwealth Bank as Head of Private Banking....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has placed extra conditions on the securities dealers’ licences of Permanent Trustee Company and Permanent Inv...
INDUSTRY NEWS
Sanford Securities appears to have lost its battle to stave off attempts by IWL in taking a majority stake in the group after the latter’s stated its holding had risen to...
INDUSTRY NEWS
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
INDUSTRY NEWS
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
INDUSTRY NEWS
Recent damning television reports about the industry may not be all they seem, says Nick Bruining....
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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...