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FINANCIAL PLANNING
INDUSTRY NEWS
Centrepoint Alliance will operate their own managed account offering after receiving approval last week to offer it to clients of financial planners....
INDUSTRY NEWS
Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...
INDUSTRY NEWS
Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...
INDUSTRY NEWS
The former chair of ASIC Tony D’Aloisio will chair listed financial services technology provider IRESS....
INDUSTRY NEWS
Perth-based planning company, Trafalgar Financial, listed by ASIC on ‘abandoned’ companies list....
INDUSTRY NEWS
The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....
INDUSTRY NEWS
The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....
INDUSTRY NEWS
ASIC wants the power to investigate bank managers if it suspects they are coercing planners into selling risky products, Fairfax Media reports. ...
INDUSTRY NEWS
Centrepoint Alliance has posted an $11 million turn around in after tax profit in the last 12 months driven by good results in its advice and insurance funding businesses...
INDUSTRY NEWS
NAB/MLC has joined the push to lift planner education standards....
INDUSTRY NEWS
AWI declares van Eyk Research to be no longer a strategic asset and that it no longer has aspirations to move to control....
INDUSTRY NEWS
Mortgage Choice will push into financial planning aiming to double planners numbers by June 2015....
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