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FINANCIAL PLANNING
INDUSTRY NEWS
The Commonwealth Ombudsmen has released a report calling on the Australian Taxation Office (ATO) to supply more information to investors caught up in mass marketed tax mi...
INDUSTRY NEWS
Count Financial’s wrap account, the wealth-e-account, has broken the $1 billion threshold for funds under administration after only 3 years in operation, leaving Count ma...
INDUSTRY NEWS
Saxby Bridge Financial Planning has had its securities dealer license stripped and one of its investment advisers banned for five years following the latest crackdown on ...
INDUSTRY NEWS
Snowball has just introduced a wrap account aiming to attract wealth accumulators, DIY super funds and corporate super funds....
INDUSTRY NEWS
Financial services job prospects for the next three months are the grimmest seen for some time after the events of September 11, figures from the latest TMP Worldwide job...
INDUSTRY NEWS
Despite recent, sizeable purchases and a general downturn in the market InvestorWeb (IWL) has reported a further quarter of positive operating cash flow, shrugging off ca...
INDUSTRY NEWS
The burgeoning union backed industry superannuation fund sector will prove the greatest threat to the viability of boutique financial planning groups over the next decade...
INDUSTRY NEWS
The Financial Planning Association (FPA) has re-signed a number of Board members up for re-election after serving their two year terms....
INDUSTRY NEWS
Fund performance tables can be a misleading indicator of actual performance without looking into the driving factors, according to a Macquarie Funds Management study....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has issued an interim stop order on Hedge Fund of Australia’s (HFA) short form wholesale offering document for...
INDUSTRY NEWS
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
INDUSTRY NEWS
Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...
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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...