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FINANCIAL PLANNING

INDUSTRY NEWS

Sealcorp Holdings chairman Geoff Dunstan will step down from his executive role next month and into retirement, after handing over the reins to newcomer John Pascoe....

INDUSTRY NEWS

Financial planners should offer clients a choice of service levels and charge ac-cordingly, says ThreeSixty national development manager David Fox....

INDUSTRY NEWS

Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...

INDUSTRY NEWS

Solomon Smith Barney Asset Management Australia have steered away from giving adding an advice model to its new portable superannuation plan....

INDUSTRY NEWS

Australian Unity will expand its product offering with the announcement that it will enter the annuities market for the first time....

INDUSTRY NEWS

Wayne Rogers has taken on the top Australian job and a seat on the board of life in-surance policy trader PolicyLink....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...

INDUSTRY NEWS

The Commonwealth Bank has looked to its New Zealand subsidiary, ASB Bank, for its new head of International Financial Services (IFS)....

INDUSTRY NEWS

Investors can still take part in global markets by investing in their local multinational stocks, says Merrill Lynch Investment Managers head of investment strategy and r...

INDUSTRY NEWS

AMP confirmed this morning that Stan Wallis will be the permanent chairman of AMP after be-ing in a caretaker role at the financial services giant for the past four month...

INDUSTRY NEWS

BT Portfolio Services has more than tripled the size of its wrap service over the past year, raising funds under administration to $1.7 billion....

INDUSTRY NEWS

The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...

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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...

3 days 8 hours ago

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

1 week 3 days 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....

5 days 4 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 5 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...

2 weeks 4 days ago