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FINANCIAL PLANNING
INDUSTRY NEWS
Specialist investment manager Omega Global Investors has produced new research supporting its global bond fund product....
INDUSTRY NEWS
Swiss-based investment manager Vontobel Asset Management announced this week that it had passed a milestone in Australia with assets under management exceeding $1 billion...
INDUSTRY NEWS
Madison Financial Group is rolling out a compliance framework that uses estate planning as a context for the best interests duty....
INDUSTRY NEWS
Mortgage Choice has opened a financial planning business which will commence initial operations next month and aims to have 60 advisers within three years....
INDUSTRY NEWS
Software providers that hang on to old technology too long risk losing their market share to innovators, but being first to market is also a risky proposition, according ...
INDUSTRY NEWS
Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....
INDUSTRY NEWS
Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...
INDUSTRY NEWS
Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....
INDUSTRY NEWS
Three Plan B board members have now departed as IOOF's takeover offer progresses to the compulsory stage....
INDUSTRY NEWS
By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...
INDUSTRY NEWS
Australian Financial Services Group has engaged Seaview Consulting to conduct a detailed strategic review of the business, with one senior role already made redundant....
INDUSTRY NEWS
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
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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...