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After a full and eventful year of bringing the news to our readers its time for the team at Money Management to take a break. As such this is the last day that Money Mana...
Tower has announced Bridges Financial Services managing director David Bleakley will step down and leave the group early in the new year after three years at the helm of ...
Macquarie Funds Management (MFM) received four senior staff resignations yesterday with two of the defectors departing to join former head of the division David Deverall ...
The Federal Opposition has criticised the Australian Securities and Investments Commission for providing an exemption from the Financial Services Reform regime to mortgag...
Associated Planners Financial Services (APFS) has dropped AXA life insurance from its list of recommended insurers after the two groups failed to reach an understanding o...
The listed investment company (LIC) area is a bubble ready to burst, says Dominic McCormick....
Former Portfolio Partners managing director David Slack has been appointed by Victoria Funds Management Company (VMFC) as head of the $20 billion group’s investment commi...
Insurance Australia Group (IAG) has exited the financial planning arena, selling its Clearview business to MBF Australia for around $220 million plus an additional earn-o...
The Financial Planning Association (FPA) will suffer “a probable net loss of fifteen” staff through retrenchment following yesterday’s announcement of restructure plans t...
National Australia Financial Planning Business (NAFPB) is to focus on providing workplace financial advice to clients following its incorporation of MLC Private Client Se...
The Association of Independently Owned Financial Planners (AIOFP) and Personal Choice Management (PCM) and have combined to launch a new joint venture - Personal Choice I...
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
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Podcast
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...