FINANCIAL PLANNING

INDUSTRY NEWS

Merrill Lynch and Alliance Capital have made a joint submission to senior govern-ment figures regarding a change in the capital gains tax (CGT) status of US mutual funds ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has claimed a first scalp in its war against unregistered insurance brokers....

INDUSTRY NEWS

The Financial Planning Association’s (FPA) complaints resolution scheme will be rolled into the operations of its only competitor under a deal announced late yes-terday....

INDUSTRY NEWS

Australian Financial Services (AFS) is claiming a first for a dealer group, by set-ting up an initiative aimed at filling the gap between a planner’s technical prowess an...

INDUSTRY NEWS

The Australian Securities and Investment commission (ASIC) has permanently banned a former Melbourne securities representative, Richard Long Chin Joon, from acting as a r...

INDUSTRY NEWS

The Australian Securities and Investment commission (ASIC) has permanently banned Ian William Pavletich, a former representative of Hillross Financial Serv-ices, from act...

INDUSTRY NEWS

Professional Investment Services (PIS) has continued its meteoric rise in financial planning circles with the acquisition of Australia’s biggest life brokerage IFMA...

INDUSTRY NEWS

Early retirement due to difficulty in finding work will soon be a thing of the past. According to a BIS Shrapnel report, employment problems faced by older people will di...

INDUSTRY NEWS

TD Waterhouse will lift its profile in the Asian region with alliances in India and Ja-pan offering online trading and financial services....

INDUSTRY NEWS

Deutsche Bank's Top 50 funds, launched in early July 1999, have put up an impres-sive showing in Mercer's Unit Trust tables for the three months to October 31....

INDUSTRY NEWS

Merry Christmas to all our readers....

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MARKET INSIGHTS

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