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FINANCIAL PLANNING
INDUSTRY NEWS
St George margin lending has developed a security driven Web site to help make financial planners both margin lending experts and to develop their businesses....
INDUSTRY NEWS
The Personal Investment Planners (PIP) and Total Financial Solutions (TFS) dealer groups will merge as part of a bid to boost their equity offering to financial planners ...
INDUSTRY NEWS
One of Australia’s peak accountancy bodies, CPA Australia, has asked groups tendering to provide back-up services to its newly proposed dealer group to help finance its v...
INDUSTRY NEWS
Navigator has signed its first master trust rebadging deal with Melbourne-based Bongiorno Associates....
INDUSTRY NEWS
Van Eyk Research has confirmed it is in discussions with wholesale research group William M. Mercer regarding a deal that would result in van Eyk being sold completely to...
INDUSTRY NEWS
Former ING Financial Planning chief executive Mark Spiers has announced his re-emergence in the industry by taking on the role of ASX FundConnect project director....
INDUSTRY NEWS
In one of this year’s biggest recruiting coups, Colonial First State has signed up one of BT Funds Management (BTFM) highest profile senior executives, Brian Bissaker, to...
INDUSTRY NEWS
Australian agribusiness investment manager Timbercorp is allowing investors to diversify into three different plantation projects: eucalyptus, olives and almonds via a ne...
INDUSTRY NEWS
The latest news from within the Commonwealth Bank group is just the closing moves in one of the biggest industry mergers in recent years. GEORGE LIONDIS looks at where it...
INDUSTRY NEWS
Fierce competition has developed between players seeking to launch the first product that incorporates the standards of the Investments and Financial Services Association...
INDUSTRY NEWS
Contract administration as part of a business strategy can ensure ongoing income stream for a dealer group, but is an area that is sometimes over-looked, according to Inv...
INDUSTRY NEWS
Ventura Investment Management, the new funds management arm of dealer group Professional Investment Services (PIS), has been given its first taste of credibility with new...
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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...