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As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...
Fledgling property fund manager MacarthurCook has launched a bid to take control of listed property developer Lion Equities....
A standardised definition for all fees, and their disclosure and purpose listed in one table in the product disclosure statement (PDS) of managed investment products were...
THE FINANCIAL Planning Association (FPA) in the US has voiced its strong opposition to a US House Committee White Paper that the association says threatens US workers’ ab...
A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...
MORE than a dozen people have indicated they will run for one of four positions up for election on the board of the Financial Planning Association (FPA)....
LIFE insurance houses have finally admitted what the funds management industry has known for some time – that third party financial planners hold the reins when distribut...
MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....
THE general manager of ING’s now defunct AustAdvisers dealer group, Neil MacDonald, has left the group to join rival AMP....
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
THE BIGGEST risk facing most financial planners is complacency; the unjustified confidence that growth will continue unabated, that their business is virtually fireproof....
By now most financial planners would have begun to send out the clients annual statements and some will be bracing for the phone calls questioning why there are negative ...
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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...