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Financial planning
Asset consultants Intech Financial Services have announced the appointment of former Mercer Asia Pacific chairman and chief executive Bruce Cook as a director....
Funds management
Nine months into a two-year recovery strategy, Tower Limited is back in the black having posted a $4.87 million profit for the six months ended September, 2003....
Funds management
Rivkin Financial Services, established by the embattled Rene Rivkin, is set to establish a funds management arm after having its application approved in principle by the ...
Funds management
Principal Real Estate Investors (Australia) has replaced Lend Lease as the responsible entity of the soon to be Morgan Stanley owned Lend Lease US Office Trust (LUO) foll...
Financial planning
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
Financial planning
Deakin Financial Services Group has unveiled plans to merge with AustChoice Financial Services, a move which would see a new top 10 player enter the dealer group arena....
Financial planning
Investor Group has reached an in principle agreement to purchase Queensland accounting and financial planning business TCM Partners, rounding off a year of acquisitions f...
Financial planning
The representative body of advisers in AXA dealer groups, the Authorised Representatives Association (ARA), has backed down on threats to withdraw from the peak industry ...
Financial planning
Australian Unity has broken through the $2 billion funds under management (FUM) figure for the first time, on the back of a jump in inflows early this year – up 100 per c...
Editorial
Macquarie Bank has recorded a record profit of $242 million after tax attributable to ordinary shareholders for the half year to September 30 2003, up 32 per cent on the ...
Financial planning
Much has been written about how financial planners can gain increased business efficiencies and put in place appropriate succession planning strategies, says Peter Dawson...
Financial planning
Australian Unity has snared former Perpetual executive Rohan Mead as its new group managing director with incumbent Ian Ferres staying in the job until the end of this fi...
Financial planning
The final draft of a set of international standards for financial planning should be ready for comment next March....
Financial planning
Despite a record haul of enforcement outcomes for the 2002/03 financial year, the Australian Securities and Investments Commission (ASIC) has pledged to be even more ruth...
Financial planning
IOOF has been denounced in a recent Supreme Court ruling after the presiding Judge considered its case plagued with “inconsistencies” and that “virtually every witness wa...
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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...