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Financial planning
Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...
Financial planning
Boutique dealer support and services company Paragem has signed up its second client since it was launched in May by former Sealcorp head, Ian Knox....
Financial planning
BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...
Superannuation
The future of Australia’s mushrooming $130 billion self-managed super funds industry is bracing itself ahead of the weekend’s Federal Election, according to the SMSF Prof...
Financial planning
Financial planners who do not hold an Australian Financial Services Licence will be hit with heavy fines and may even face imprisonment if they are caught out in a new Au...
Financial planning
The Australian Securities and Investments Commission (ASIC) has postponed the date by which fund managers and product providers have to comply with the new dollar disclos...
Financial planning
One of Australia’s oldest listed companies Washington H Soul Pattinson and Company has bucked the industry trend away from corporate super by announcing plans to launch i...
Financial planning
Financial planning business management group CARM has struck a deal with Professional Investment Services to provide the dealer firm’s network of over 1,200 planners with...
Financial planning
MLC has extended its range of adviser support offerings to external planners for the first time following the group rolling out its previously internally offered services...
Financial planning
Superannuation fund administrator CitiStreet Australia has struck a deal with global consulting group Watson Wyatt with the pair signing a ‘long-term’ agreement....
Financial planning
The Australian Securities and Investments Commission has reaffirmed its ongoing crusade against schemes illegally promoting the early release of superannuation by announc...
Financial planning
Tribeca Learning’s education mandates with the Financial Planning Association and the Australian Stock Exchange have contributed to an improvement in revenue of more than...
People & Products
Australian Unity has moved quickly by appointing former Perpetual private clients manager David Bryant as head of its funds management division and filling the role of so...
Financial planning
The Australian Stock Exchange has been given a clean bill of health by the Australian Securities and Investments Commission (ASIC) in its latest annual assessment of the ...
Editorial
SMA International, a soon-to-launch individually managed account (IMA) firm, is aiming to give the IMA market a much needed shot in the arm by offering wrap platforms and...
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Podcast
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...