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FINANCIAL PLANNING
INDUSTRY NEWS
The Howard Government has been urged to reconsider the state of retirement savings after being returned for a third term in office at the weekend’s election....
INDUSTRY NEWS
BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....
INDUSTRY NEWS
It’s been almost a year since Mercantile Mutual changed its name to ING and acquired a new managing director, John Wylie. During that time, the company has made a splash ...
INDUSTRY NEWS
Aggregation and consolidator groups have failed because they have not adopted group wide systems and processes which would drive their planning models and attract clients...
INDUSTRY NEWS
Professional Investment Services (PIS) accounting arm Professional Accounting Limited (PAL) has cancelled a planned acquisition and expansion after failing to secure adeq...
INDUSTRY NEWS
The National Australia Bank (NAB) is set to undertake a wide ranging investigation into the operation of its financial planning and dealer networks as part of a complete ...
INDUSTRY NEWS
Westpac will trial an account aggregation service for its banking clients as part of a larger strategy to provide financial services online....
INDUSTRY NEWS
The funds arena experienced a significant improvement last month after a series of negative results following the September 11 terrorist attacks, a report by asset consul...
INDUSTRY NEWS
Over 50s Mutual is now planning a full ASX listing in January, says chief executive officer Michael Rehak....
INDUSTRY NEWS
Harts’ financial planning ambitions in New Zealand have been ended with the announcement that its business, which has already been put into the hands of a receiver has be...
INDUSTRY NEWS
The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...
INDUSTRY NEWS
Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...
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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...