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FINANCIAL PLANNING
INDUSTRY NEWS
CPA Australia has stepped up its move into financial planning with the announcement of a financial planning conference....
INDUSTRY NEWS
Fidelity Investments has made further inroads into the provision of online financial ad-vice with the introduction of a series of services designed for financial advisers...
INDUSTRY NEWS
Financial services company the Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate a series of acquisitions of a number of f...
INDUSTRY NEWS
Sage Global Fund has extended the closing date of its ethical investment fund, giving investors an extra two months to invest....
INDUSTRY NEWS
ASX Perpetual Registrars Ltd (APRL) has beaten its chief rival Computershare for the registry services for the combined group formed by the merger of Commonwealth Bank an...
INDUSTRY NEWS
Former National Australia Bank investment adviser Paul Borella has been given a five year ban by the Australian Securities and Investments Commission (ASIC) from acting a...
INDUSTRY NEWS
Monitor Money is on the lookout for acquisition opportunities, following the sale of 50 per cent of the financial planning business earlier this year to New Zealand’s Spi...
INDUSTRY NEWS
Count Wealth Accountants is to raise $8 million as part of its long heralded float due to start on November 6, which will set the group with a market capitalization of $8...
INDUSTRY NEWS
Hong Kong has become the 14th country in the world to officially adopt the Certified Fi-nancial Planner (CFP) mark....
INDUSTRY NEWS
The bull run for global stockmarkets will end about 2010, which is when the baby-boomers start to retire, says AMP Henderson Global Investors chief economist Dr Shane Oli...
INDUSTRY NEWS
Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment managem...
INDUSTRY NEWS
Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...
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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...