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FINANCIAL PLANNING
INDUSTRY NEWS
Financial services group Stockford is the latest in a steady stream of advisory companies to sign up for IWL’s VisiPlan software....
INDUSTRY NEWS
Six more Harts companies will be wound up after the Federal Court of Australia granted an application to appoint a liquidator to the companies which are within the Harts ...
INDUSTRY NEWS
Perennial Investment Partners has signed an alliance deal with Western Asset Management Company, in a move designed to give Australian investors greater access to global ...
INDUSTRY NEWS
Westpac financial planners will soon be operating with the Wealthpoint financial planning platform after the bank announced the completion of a deal with the technology p...
INDUSTRY NEWS
Australia’s funds management industry is shrinking, with the total assets under management dropping by almost 6 per cent since June 30, according to the latest Assirt rep...
INDUSTRY NEWS
IWL has released an enhanced version of VisiPlan, the group’s widely used financial planning software solution....
INDUSTRY NEWS
Grove Financial Services has launched a new online wrap service targeted at non-superannuation institutional investors....
INDUSTRY NEWS
Head of van Eyk research Steven van Eyk has been named as one of the most influential people in financial services today and rubs shoulders with other industry figures al...
INDUSTRY NEWS
All beneficiaries of a discretionary trust who surrender their interest may now be subject to capital gains tax following the release of an Australian Tax Office (ATO) ru...
INDUSTRY NEWS
Australians are becoming increasingly uncertain about their financial preparations for retirement, the latest nationwide survey into consumer knowledge and attitudes towa...
INDUSTRY NEWS
AMP Financial Services managing director Andrew Mohl has been re-elected to his second term as chairman of the board of directors for the Investment and Financial Service...
INDUSTRY NEWS
A review of the Trade Practices Act’s (TPA) merger provisions would only serve to further exacerbate the banking sectors growing ownership within the financial planning i...
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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...