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The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...
AMP has had the 10 Australian Financial Services Licences it applied for last month to the Australian Securities and Investment Commission (ASIC) granted by the peak regu...
The Federal Government’s superannuation portability regulations have been shot down in the Senate this morning after being disallowed due to Assistant Treasurer, Senator ...
Macquarie Equities has rolled out a capital protected international investment fund offering access to investment strategies designed for wholesale investors but with a m...
Online investment tool Your Prosperity, owned by National Australia group, has had its portfolio service and superannuation trust closed down after a strategic review sho...
They were the wheelers and dealers, the movers and shakers, the dreamers and schemers of an industry about to happen. They launched dealer groups and funds management com...
Three dealer groups will make the move into loan originating when the Efinance group rolls out its loan service in September....
The super splitting law is not as complicated as first thought, Nabil Wahhab says....
Craig Phillips looks back at some of the big funds management groups no longer in operation....
Are you going all the way with your clients, or stopping at second base?...
One of the big stories of 1987 was the departure of Alan McCormack from Bain & Co. McCormack joined the now defunct Pacific Mutual Australia, but no amount of sleuthing o...
Some former high-flying industry faces have disappeared from the financial planning landscape altogether. Julie Bennett and Mike Taylor report....
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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...