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FINANCIAL PLANNING
INDUSTRY NEWS
Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....
INDUSTRY NEWS
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
INDUSTRY NEWS
Fidelity Worldwide Investment is the latest company to join Calastone's global transaction network....
INDUSTRY NEWS
Universities-based industry fund, UniSuper has changed group superannuation providers, with TAL winning the mandate....
INDUSTRY NEWS
State Street Global Advisors has entered into a joint venture to extend its reach into the domestic Chinese funds management market....
INDUSTRY NEWS
Becoming a true profession will help the financial planning industry get rid of its bad apples, according to Perpetual chief executive Geoff Lloyd....
INDUSTRY NEWS
The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...
INDUSTRY NEWS
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
INDUSTRY NEWS
Perth securities dealer Stellar Securities has had its Australian financial services licence cancelled after it failed to comply with its financial requirement conditions...
INDUSTRY NEWS
Law firm warns that ratings houses could be partially liable for money lost by investors in financial products they rate, following a landmark ruling in the Australian Fe...
INDUSTRY NEWS
The FSC has announced a long-term alliance with First Nations Foundation to expand its financial literacy program for indigenous Australians....
INDUSTRY NEWS
The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...