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FINANCIAL PLANNING
INDUSTRY NEWS
The Ethical Investment Company of Australia (EICA) has signed an agreement with ACTU Member Connect to provide ethical financial planning services to its union members....
INDUSTRY NEWS
In the third major shake up to hit the sales and marketing division within Invesco Australia over the last year, the group’s head of sales, Tony McFadyen, has been made r...
INDUSTRY NEWS
Advance Funds Management flagship investment vehicle, the Advance Imputation Fund, has passed the $1 billion mark after successfully outperforming the S&P/ASX 200 index b...
INDUSTRY NEWS
The Financial Options Group Inc (FOGI) and the Australia Fund, which had been issued with stop orders from the Australian Securities and Investments Commission (ASIC), ha...
INDUSTRY NEWS
In response to demand for fixed interest products in both the domestic and global sectors, Macquarie Funds Management has rolled out two new funds to meet the market need...
INDUSTRY NEWS
National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has wound up the Financial Options Group Inc and the Australian Fund and has prohibited its directors from lea...
INDUSTRY NEWS
Financial services company Snowball Group has entered a deal to acquire financial planning and accountancy group Investment Taxation Specialists (ITS), a move which will ...
INDUSTRY NEWS
IMB Financial Planning (IMB FP), the joint venture between Ipac and IMB Limited, has expanded its presence in the planning industry with the acquisition of a majority sta...
INDUSTRY NEWS
The Financial Planning Association (FPA) has renewed its calls for a public inquiry into the issue of Australians’ poor savings record, in the wake of Democrat Senator Al...
INDUSTRY NEWS
ING Advice has expanded the number of dealer groups in its adviser network with the purchase of The Vandenbergh Group....
INDUSTRY NEWS
The crackdown on managed investment schemes has continued with the Australian Securities and Investments Commission (ASIC) suspending the securities dealers licence of Pl...
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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...