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FINANCIAL PLANNING

INDUSTRY NEWS

One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....

INDUSTRY NEWS

Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...

INDUSTRY NEWS

The poor run of the Australian dollar has been a saving grace for investors in over-seas share funds, with the falling dollar balancing a 5.4 per cent drop in the MSCI wo...

INDUSTRY NEWS

There are now more than 36,000 Certified Financial Planners operating in the US, with about 1,000 new members joining the elite financial planning club this year....

INDUSTRY NEWS

Prominent financial adviser Anthony Starkins has called for the outlawing of commissions because they contravene the fiduciary relationship between advisers and clients....

INDUSTRY NEWS

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

INDUSTRY NEWS

The Minister for Financial Services and Regulation Joe Hockey has confirmed that the Government will not be able to roll out the Financial Services Reform Bill by its due...

INDUSTRY NEWS

Australian Unity has stepped up its direct distribution efforts with the announcement it is to offer insurance through Telstra’s Web site....

INDUSTRY NEWS

Towers Perrin has been awarded the largest outsourcing deal in Australia’s corpo-rate superannuation history....

INDUSTRY NEWS

Conference organiser Terrapinn, formerly known as AiC Worldwide, has announced its intention to float on the Australian Stock Exchange....

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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 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 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 2 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 1 day 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 ...

1 week 6 days ago