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FINANCIAL PLANNING
INDUSTRY NEWS
Mercantile Mutual has embarked on an aggressive growth strategy for its financial planning business....
INDUSTRY NEWS
Macquarie’s financial planning boss Robyn FitzRoy has ruled out acquiring finan-cial planning dealer groups to bolster its adviser numbers....
INDUSTRY NEWS
In a sign which indicates the improving financial environment in Asia, Japan has taken the third position among the world's biggest managed fund markets while the US and ...
INDUSTRY NEWS
Swiss Re, one of the biggest reinsurance groups in the world, has purchased US-based Underwriters Re, the property and casualty reinsurer of Alleghany Corp, for $US725 mi...
INDUSTRY NEWS
Confidence in investment markets is at its highest level in recent years, according to the latest Challenger/ Assirt Investment Sentiment survey....
INDUSTRY NEWS
A group of financial planning dealers have banded together to provide financial advice targeting government institutions and large corporations in the process of downsizi...
INDUSTRY NEWS
The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...
INDUSTRY NEWS
Details are beginning to emerge from the recent Supreme Court of Victoria battle between Towers Perrin and Deloittes....
INDUSTRY NEWS
Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....
INDUSTRY NEWS
Meredith Brooks has stepped down from her position as managing director Aus-tralasia for investment services group Frank Russell....
INDUSTRY NEWS
NRMA Financial Services’ planners will be one of the key distributors of superan-nuation services aimed specifically at small to medium business groups (SMEs)....
INDUSTRY NEWS
Australian shares have bounced back to become by far and away the best invest-ment sector in November....
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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...