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FINANCIAL PLANNING
INDUSTRY NEWS
AMP has moved another business arm under the umbrella of a British based investment company....
INDUSTRY NEWS
Independently owned financial planning group Barbacan Benefits has signed an alliance deal with Garrisons to broaden its client services and adviser resources....
INDUSTRY NEWS
The recently formed alliance of eight financial planning firms, the LodeStar Group, is gaining significant business in deals with legal and accountancy firms according fo...
INDUSTRY NEWS
BT Funds Management’s chief investment officer Andre Morony has announced his departure of the group, and will be replaced by former head of real estate Gary Symons....
INDUSTRY NEWS
It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...
INDUSTRY NEWS
Investors objecting to the Waltus property syndicate merger have had their case thrown out of the Court of Appeal....
INDUSTRY NEWS
Most Australians know very little about the basics of superannuation, a survey has found. Plum Financial Services research has found that more than half of the people sur...
INDUSTRY NEWS
New Zealand-based Tower concedes it will eventually move its headquarters to Australia, home to more than 70 per cent of its revenue and about half its shareholders....
INDUSTRY NEWS
Queensland based software and research group Investment Data Technologies (IDT) will proceed with a public listing late next year according to managing director Danny Rod...
INDUSTRY NEWS
Planners need to inform their clients of the new superannuation death benefit rules or they could be sued if there is a dispute with the next of kin, a superannuation adm...
INDUSTRY NEWS
The Financial Services Reform Bill (FSRB) is alive and kicking despite being held up over an impasse between the Federal and State governments. ...
INDUSTRY NEWS
The Euro has been the catalyst of change for Europe and that is why Lazard Asset Management is backing the region as the next investment growth area, Lazard managing dire...
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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...