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Financial planning

Financial planning and share broking group D&D Tolhurst have agreed to be subject to a court enforceable undertaking after the Australian Securities and Investment Commis...

Superannuation

Superannuation is still one of the best ways of saving, with the most attractive tax options, says Morrows director superannuation services Murray Wyatt....

Financial planning

ASIC is concerned about the quality of advice being given in Australia, driving a push for standardisation of training and licensing, according to director of regulatory ...

Funds management

Funds management groups are increasingly adopting a team approach to the investment process rather than focusing on one star fund managers, according to State Street Glob...

People & Products

Former County executive Paul van Ryn has signed up with Challenger as head of fixed interest within its funds management subsidiary Challenger Portfolio Management....

Financial planning

Listed Property Trusts (LPTs) were back in favour in 2000, recording a 17.2 per cent return compared to the All Ords 7.4 per cent for the year....

Editorial

Residential property developments have been through one of the biggest slumps in recent times, due almost entirely to the introduction of GST....

Editorial

Residential property developments have been through one of the biggest slumps in recent times, due almost entirely to the introduction of GST....

Funds management

Australia’s first exchange traded fund (ETF) has been launched....

Financial planning

Macquarie Funds Management has revamped its investment process in response to its flailing Australian equities performance....

Financial planning

The job outlook in the financial services industry is still positive despite market uncertainty, according to the latest job index figures compiled by Morgan & Banks....

Financial planning

Macquarie Bank has introduced an individually managed account service into the Australian market, based on the popular United States wrap model....

Financial planning

Yet another accounting consolidator group from Perth will list on the ASX next month....

Financial planning

ASIC has signalled it is getting serious about financial planners who have a conflict of interest by charging and convicting a former National Australia Bank (NAB) financ...

Financial planning

Mortgage broking wholesaler Australian Finance Group (AFG) is considering listing on the Australian Stock Exchange to capitalise on the explosive growth in the mortgage b...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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