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Financial planning

Promoter of property investments Henry Kaye has been committed to stand trial before the Melbourne County Court on a charge of dishonestly obtaining financial advantage f...

Financial planning

Financial services group Superwoman has expanded its business reach with the opening of a new Sydney office, with plans to branch out interstate....

Financial planning

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Financial planning

Promoters of mortgage group Money for Living have been committed to stand trial on a number of charges in relation to their involvement with Money For Living (Aust) Pty L...

Financial planning

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Financial planning

The results of a shadow shopping survey of reverse mortgages by consumer protection body Choice this week “reinforces the need for good financial advice”, according to FP...

Financial planning

Austral Credit Union members will now be able to satisfy their financial planning requirements after IOOF agreed to provide this service for Austral....

Financial planning

A new survey revealing that the average mortgage in both Western Australia and NSW is now over $330,000 has prompted major insurer Tower Australia to urge a lifting in th...

Financial planning

Consumer protection body Choice has called for an improvement in the standards exhibited by mortgage brokers in regard to the information and advice they are issuing to t...

Financial planning

The Australian Securities and Investments Commission has brought 23 charges of fraud against a former mortgage broker operating out of Coffs Harbour....

Financial planning

A “revitalisation” of the Private Clients business has helped push Perpetual to a 34 per cent increase in net profit after tax for the half year ended December 31....

Financial planning

Independent financial planning group WHK Group plans to launch itself into the general insurance arena following the acquisition of another three accounting and financial...

Financial planning

Perpetual has further expanded its Corporate Trust division by acquiring the business operations of Adelaide-based national mortgage settlement company, Wignalls Lenders ...

Financial planning

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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’...

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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...

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

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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