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Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...
Financial planning
Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...
Financial planning
Responding to the new pension income rules, MLC has released two different pension products that give clients access to their superannuation and pension funds via a singl...
Financial planning
Once deemed too expensive and complex, structured products are shedding their mystique as they become more appealing to investors in times of peaking markets. In many cir...
Financial planning
BT Financial Group has enhanced the ease of use of its BT Wrap platform by allowing data from financial planning software packages Xplan and VisiPlan to be automatically ...
Financial planning
Principal Global Investors’ aggressive expansion strategy in Australia has boosted its presence on financial planning dealer group approved product lists from 14 to 32 in...
Financial planning
In an exclusive retail distribution agreement, Australian investors have been given access to Al Gore’s sustainable investment fund management company through Colonial Fi...
Financial planning
A new player has emerged in the investment research house market with more than 15 years experience and a handful of heavyweight clients already under its belt....
Financial planning
Zenith Investment Partners has added two new products to its diversified funds recommended list despite its annual review revealing investors continue to show little inte...
Financial planning
IOOF has added 12 managed funds to its key investment platforms, bringing the total number of funds on offer to more than 100 funds....
Financial planning
The launch of the UBS Absolute Return Series 1 fund makes UBS one of the latest global fund managers to offer a fund that takes different positions within the same asset ...
Financial planning
The managing director of a major funds management organisation has given investment platforms a glowing endorsement in the wake of a debate about shelf-space fees creatin...
Financial planning
A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...
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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...