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Financial planning
Risk-focused dealer group Synchron is strongly considering going to the Australian Competition and Consumer Commission (ACCC) over a particular dealer group charging advi...
Financial planning
ASIC is aware of the payment of sign-on bonuses but has yet to signal any specific action. ...
Financial planning
Perpetual has received the final regulatory approval required to proceed with its acquisition of The Trust Company, with the New Zealand Overseas Investment Office granti...
Financial planning
Federal Treasurer Joe Hockey gives approval for Trust acquisition by Perpetual....
Financial planning
Perpetual-Trust merger to create largest trust services provider in the Australian market....
Financial planning
Trust suitor claims it offers the best long-term value but questions claims about post-merger savings....
Financial planning
Former ACCC chairman Graeme Samuel says the issues which prompted the Commission to reject NAB’s bid for AXA Asia-Pacific have changed little....
Editorial
Equity Trustees has reported a net profit after tax of $8.7 million for the 12 months to the end of 30 June 2013, stating that the result was affected by costs associated...
Financial planning
The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...
Financial planning
Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...
Financial planning
Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...
Funds management
Equity Trustees to front industry referee to comment on trustee market future ...
Life/Risk
The FSC says it will resume development of self-regulation on churn from the position previously reached on claw-back. ...
Life/Risk
Letter from Shorten and consultation with ASIC prompts FSC to reopen moves for self-regulation around churn. ...
Financial planning
The Trust Company (Trust) has been named as a defendant in a case brought in the Federal Court of Australia by a debenture holder of Australian Capital Reserve (ACR)...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...