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FINANCIAL PLANNING

INDUSTRY NEWS

The Internet and technology represent the biggest change in the managed investments indus-try, yet there is still hardly any real business being transacted via the medium...

INDUSTRY NEWS

Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards....

INDUSTRY NEWS

The vast majority of Australia’s 12 million superannuation fund members will be smiling when they receive their superannuation statements in the next few weeks....

INDUSTRY NEWS

Lynx Financial Services has emerged as the financial planning growth engine for Mercantile Mutual....

INDUSTRY NEWS

Financial Synergy is set to become Tasmania’s largest independent provider of corporate employee benefit services following its takeover of NSP Buck’s Tasmanian operation...

INDUSTRY NEWS

Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....

INDUSTRY NEWS

Great Southern Plantations managing director John Young has fired a broadside at researchers van Eyk Capital, claiming the group had partly been responsible for the recen...

INDUSTRY NEWS

Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....

INDUSTRY NEWS

Mercantile Mutual has repositioned its full suite of risk products to reflect chang-ing market conditions...

INDUSTRY NEWS

Advisers whose clients have taken out fixed-term pensions purchased with a lump sum post March 1, 2000 should review the method that’s been used to calculate the capital ...

INDUSTRY NEWS

Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....

INDUSTRY NEWS

Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from tw...

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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...

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

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So we are now underwriting criminal scams?...

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Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

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Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

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

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