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FINANCIAL PLANNING
INDUSTRY NEWS
Morningstar has reconfirmed the Tower group’s one star rating indicating a relatively ‘very poor quality’ fund manager....
INDUSTRY NEWS
Zurich Financial Services Australia has rolled out a set of risk management tools designed to help financial intermediaries meet new obligations under the Financial Servi...
INDUSTRY NEWS
Morningstar has changed its qualitative ratings model that will extend both the range and number of funds rated by the research house without changing its 50/50 qualitati...
INDUSTRY NEWS
AM Corporation has made advances with its online offerings to advisers and clients with the launch of a new DIY superannuation business unit, AM Private Funds Services....
INDUSTRY NEWS
Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...
INDUSTRY NEWS
Independently owned dealer group Count Financial has come to an agreement to renew its contract with BT Portfolio Services for the administration of Count’s flagship wrap...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has issued its first ever license under the Financial Services Reform Act (FSR), with the first cab off the ra...
INDUSTRY NEWS
The confidence of Australian investors in the Australian economy and their investing environment has improved significantly since the end of last year, according to the l...
INDUSTRY NEWS
AustChoice Financial Services is examining its future direction after managing director Roger Gumley confirmed it had been approached by a number of groups offering to ac...
INDUSTRY NEWS
Ipac Securities has acquired the Melbourne-based Financial Resources Group (FRG), its second financial planning group acquisition in less than a month....
INDUSTRY NEWS
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
INDUSTRY NEWS
Up to 20 per cent of Morningstar Australia’s capacity staff has left the company over the past three months, reportedly due to “dissatisfaction with the lack of company d...
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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...