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THE main opposition groups to the Australian Taxation Office’s (ATO) crackdown on mass marketed tax effective schemes have combined to form a peak industry body in order ...
The majority of high-net worth individuals reject the financial planning qualifications available from Australia’s major professional associations when it comes to choosi...
PROFESSIONAL Investment Services (PIS) will further integrate its accountancy consolidator business Professional Accountants Limited (PAL) into the planning business, aft...
ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...
The wealth management group formed by Westpac’s acquisition of Rothshild Australia Asset Management (RAAM) will be known as Sagitta Wealth Management Limited....
Labor shadow minister for economic ownership Mark Latham told the Financial Planning Association’s Sydney Chapter yesterday that all Australians should be owning assets b...
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Fund managers have thrown their support behind independent research trips with a number set to join a group of planners heading to the US and the UK later this year....
The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...
FINANCIAL planners with the Chifley Financial Services group will head to the Industrial Relations Commission after unions threw their full support behind the planners in...
Financial services industry staff who fall outside the tier one and tier two levels can now undertake a training course to understand obligations under Policy Statement (...
A former AMP adviser has pleaded guilty to 23 charges laid by the Australian Securities and Investments Commission (ASIC)....
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...