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Financial planning
Australian Unity will continue to grow its funds management operation in the next financial year as the traditional friendly society business continues its slow decline, ...
Financial planning
Operators of mortgage investment schemes have been given more time to become licensed through the Australian Securities and Investments Commission (ASIC)....
Financial planning
Howard Funds Management’s flagship product, the Howard Mortgage Product, has been awarded ASSIRT’s highest rating....
Financial planning
Perth-based Guardian Funds Management plans to take the $10 billion private mortgage market to advisers with the launch of a new asset class....
Financial planning
There has been considerable publicity surrounding the state of the lawyers' private mortgage industry. Much of the attention has focused on two issues. Firstly, the loss...
Financial planning
Macquarie Bank has restructured its distribution and set up a separate division – what it calls “the adviser channel” – to streamline its dealings with financial planning...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Financial planning
ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...
Funds management
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
Financial planning
It is a sort of chicken and egg situation. One of the reasons behind the current property boom is the cheap money available. Yet mortgage lenders are becoming concerned a...
Financial planning
The handing down of the recent Federal Budget revealed no real concerns for the financial services industry. In the words of one corporate commentator: "It is a bit of a ...
Financial planning
New Zealand could follow Australia's lead and dispense with the trus-tee system for many investment products according to James Turnbull, manager of Macquarie New Zealand...
Financial planning
Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
Financial planning
It seems almost weekly that a new online stock trading system is rolled out in the Australian market, offering more and more service for a seemingly shrinking price tag. ...
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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...