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FINANCIAL PLANNING

INDUSTRY NEWS

A new Melbourne-based company is hoping to interest investors in the UK's fast-est-growing investment sector - Traded Endowment Polices (TEPs). The market for TEPs in the...

INDUSTRY NEWS

Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...

INDUSTRY NEWS

As a regular reader of Money Management (and a service management scholar), I was astonished by the report on comments by Rob Saultz at the Next Direct 99 Conference (Mon...

INDUSTRY NEWS

The New Zealand office of Equitilink has closed its doors after more than 10 years in business....

INDUSTRY NEWS

As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...

INDUSTRY NEWS

BT Funds Management and its new parent Principal Financial Group are keen to show the world a united front....

INDUSTRY NEWS

A string of changes at Bleakleys has come too late to stop eight of its offices in Victoria from breaking away and forming their own company....

INDUSTRY NEWS

The prospects of finding a job in the financial services and insurance sector are looking better than they have in at least 14 years, according to the latest quarterly Mo...

INDUSTRY NEWS

Senior management at life insurance research and software group BOSS has secured control of the group and acquired rivals Life Research. BOSS management has purchased the...

INDUSTRY NEWS

IOOF subsidiary Winchcombe Carson's Queensland franchise is to switch to Garrisons this week, managing director John Sikkman has told Money Management....

INDUSTRY NEWS

The FPA has objected to the high financial criteria proposed by ASIC for licence holders of wrap accounts. ...

INDUSTRY NEWS

Financial planning groups are looking to beef up adviser numbers as the push to gain critical mass continues unabated....

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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...

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So we are now underwriting criminal scams?...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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