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FINANCIAL PLANNING

INDUSTRY NEWS

Mercantile Mutual are a bunch of people with reasons to be happy!...

INDUSTRY NEWS

The Wattle Group, who hit the Money Management headlines last year after being accused of leaving a group of investors high and dry are back in the headlines. ...

INDUSTRY NEWS

A Western Australia vineyard project that was sold heavily through financial planners has gone into administration....

INDUSTRY NEWS

It is becoming cheaper to invest in Australian shares and fixed interest, but more expensive to go international, according to the latest InTech investment manage-ment fe...

INDUSTRY NEWS

Financial planners with clients seeking to capitalise on the growth in the tech-nology sector can now take advantage of the recently launched Technology Invest-ment Fund....

INDUSTRY NEWS

Is the boom in master trust and wrap services the beginning of the end for ad-visers channelling their clients' money directly into managed funds? ...

INDUSTRY NEWS

With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...

INDUSTRY NEWS

State Street Australia has won custody rights to the unit trust business of wholesale group Hopkins Partners Funds Management (HPFM)....

INDUSTRY NEWS

In the US, it pays to be a fund manager who specialises in international funds, works for a mutual fund company and lives in New York. ...

INDUSTRY NEWS

In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...

INDUSTRY NEWS

Director of syndicated property group Waltus Investments, Shayne Hodge, has hit back angrily at recent criticism of its performance....

INDUSTRY NEWS

In April the Federal Government released a draft to industry of its bill changing the investment standards for superannuation funds (see <I>Money Management</I> May 13). ...

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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...

1 day 3 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 1 day 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 23 hours ago