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FINANCIAL PLANNING

INDUSTRY NEWS

Colonial is to rationalise its banner groups from four to two — Financial Wisdom and Colonial Financial Services — following last year’s take-overs....

INDUSTRY NEWS

Trans-Tasman research group, FPG Research has signed a joint venture deal with US giant Morningstar to supply managed funds data to the Australasian market under the Morn...

INDUSTRY NEWS

The trend towards intermediary-based distribution in the US is gaining momentum, with more than three-quarters of new money invested over the past year in mutual funds co...

INDUSTRY NEWS

The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government....

INDUSTRY NEWS

US-based funds management giant Vanguard is beginning to see the kind of success in Australia that pushed the group to its solid number two position in the US mutual fund...

INDUSTRY NEWS

How much will it cost planners to changeover their back office in order to offer wrap services?...

INDUSTRY NEWS

Proposed changes to the way life insurance companies are taxed will result in higher levels of complexity for the industry and increased costs to policy holders. ...

INDUSTRY NEWS

Direct distribution in shares and managed funds over the Internet is heating up with the entry of a new discount broking player and the aggressive marketing of a new mana...

INDUSTRY NEWS

The Federal Government is beginning to show the signs of frustration that the financial services industry is feeling at the slow pace of legislation aimed at reforming th...

INDUSTRY NEWS

This edition of Money Management is dominated by the evolving business of portfolio administration services. ...

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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 week 4 days ago

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

2 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

1 week 6 days ago

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...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago