FINANCIAL PLANNING

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INDUSTRY NEWS

Australian Investors Forum Limited (AIF) has agreed to cease all investment advi-sory activities following action taken by Australian Securities and Investments Commissio...

INDUSTRY NEWS

With the marriage of BT and Principal now guaranteeing the continuing presence of the name in the marketplace, BT are hoping to leverage off their parents' exper-tise in ...

INDUSTRY NEWS

Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....

INDUSTRY NEWS

“Whatever you may say about AMP, they certainly know how to put on a show.” This was an overheard comment of a delegate at last week’s AMP National Sales Conference in Sy...

INDUSTRY NEWS

This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...

INDUSTRY NEWS

It has been a heady decade for the ASX. It ended the 90s with a domestic market capitalisation of about $652 billion – 3.7 times the $177.8 billion it closed the 80s at....

INDUSTRY NEWS

AMP Financial Planning’s announcement last week that it is to review the way it re-wards its top business writers is in many ways a watershed for the financial planning i...

INDUSTRY NEWS

Peter Dawson has once again joined the retail financial services fray, taking on fi-nancial planning responsibilities at Chifley Financial Services....

INDUSTRY NEWS

Recently proposed changes to the social security means test have many in the in-dustry up in arms. Samantha Walker takes a look at the proposals and the backlash from the...

INDUSTRY NEWS

The bathroom cabinet of a chief investment officer is not chockers with bottles of My-lanta and tubes of Quick-eze, says Macquarie Investment Management’s Greg Matthews. ...

INDUSTRY NEWS

This year is going to be tougher for investors than 1999, according to one leading economist. BT Fund Management’s chief economist Dr Chris Caton told delegates at an AMP...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
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