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FINANCIAL PLANNING

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...

INDUSTRY NEWS

New rural industries such as herbs and durians have the potential for strong rates of return and low break-even points, a new financial modelling reports reveals....

INDUSTRY NEWS

Tower Trust is restructuring its senior management ranks following its acquisition of IOOF’s trustee business and the merger of Tower’s Australian and New Zealand trustee...

INDUSTRY NEWS

Prominent industry figure Kate Mulligan has joined Sealcorp as director of marketing....

INDUSTRY NEWS

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

INDUSTRY NEWS

A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...

INDUSTRY NEWS

On-line financial services provider Snowball group has secured its first client, the Retirement Villages Association of Australia (RVAA)....

INDUSTRY NEWS

The long-awaited arrival of Charles Schwab into Australia has been delayed yet again, with the company’s arrival not expected until later this year. ...

INDUSTRY NEWS

Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break....

INDUSTRY NEWS

The board and staff of County Investment Management (CIM) are disturbed by Kate Kachor’s article in the October 12 edition of Money Management....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released a policy proposal paper seeking comment to remove barriers to fully electronic distribution of li...

INDUSTRY NEWS

Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 3 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 2 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks ago