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FINANCIAL PLANNING

INDUSTRY NEWS

Financial planners will need to revisit their business plans, following the re-lease of the government's response to the Ralph report recommendations....

INDUSTRY NEWS

“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...

INDUSTRY NEWS

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

INDUSTRY NEWS

Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...

INDUSTRY NEWS

Financial services organisations are increasingly focussing their efforts on attract-ing the ‘pink dollar’. ...

INDUSTRY NEWS

Australian Unity and Becton Corporation are to build a $80 million over-55s residential development in the up-market Melbourne suburb of Brighton....

INDUSTRY NEWS

The Institute of Chartered Accountants has launched a new GST CD-ROM kit to educate financial advisers in their role as managers of small to medium sized enterprises....

INDUSTRY NEWS

INVESCO has launched a global theme fund for the Australian retail and wholesale markets....

INDUSTRY NEWS

Self managed super funds are facing some of the biggest legislated changes in their short history. Grant Abbott takes a look at the progress of SLAB 3 and SLAB 4 legislat...

INDUSTRY NEWS

A new Victorian hotel investment scheme may have to seek a private ruling from the tax office over its status when GST comes into effect next year....

INDUSTRY NEWS

Advance Asset Management (AAM) has set about a major restructure of its distri-bution and investment operations, following the departure of long serving manag-ing directo...

INDUSTRY NEWS

SunGard EBS Asia Pacific, the supplier for master trust and wrap account soft-ware will discontinue the production of use of its flagship software MASTER....

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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...

16 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 ago

So we are now underwriting criminal scams?...

6 months 1 week ago

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 ...

4 weeks 1 day ago

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....

2 days 11 hours ago