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FINANCIAL PLANNING
INDUSTRY NEWS
AXA is to revamp its distribution arm with the aim of attracting more independent advisers back to using the company’s products....
INDUSTRY NEWS
Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...
INDUSTRY NEWS
Correction In our article of 25 May by Jason Spits headed “Hammer falls on Wattle Scheme”, we reported that James Gerard Callahan was an authorised representative of Fina...
INDUSTRY NEWS
Then there were three. In a similar situation as last year, with the acquisition of KPMG Financial services by St George, the financial services industry now sees an-othe...
INDUSTRY NEWS
Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....
INDUSTRY NEWS
IOOF is selling its St Kilda headquarters building to release capital for further expansion of its fund management business, says group managing director Robert Turner....
INDUSTRY NEWS
What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?...
INDUSTRY NEWS
Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....
INDUSTRY NEWS
One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...
INDUSTRY NEWS
Commonwealth Bank will officially takeover Colonial on June 13 and a shake-up of senior Colonial management is expected the following day....
INDUSTRY NEWS
It has been said that a long time sitting in front of clients telling them what to do with their money can do funny things to your mind. Nick Bruining explores the more s...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...