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FINANCIAL PLANNING

INDUSTRY NEWS

Share indexing has received considerable marketing push as a complement for managed strategies. <B>Martin Gold</B> consider the purposes of indices and prudent investing...

INDUSTRY NEWS

For most Australian workers, superannuation represents one of their two largest assets. With fund balances continuing to grow and the superannuation guarantee rate increa...

INDUSTRY NEWS

Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

INDUSTRY NEWS

The Financial Planning Association (FPA) has embarked on one of its biggest political campaigns to head off what it calls the “disastrous impact” of alienation of persona...

INDUSTRY NEWS

Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....

INDUSTRY NEWS

Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....

INDUSTRY NEWS

Palandri Wines is to merge its two investment companies as it prepares to raise another $58 million capital by the end of the year under a seconde prospectus and propose ...

INDUSTRY NEWS

Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp....

INDUSTRY NEWS

Ausbil Dexia has been awarded another mandate on top of the one it won from AM Corporation less than two weeks ago....

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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