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Financial planning
The value of a Parliamentary Inquiry, the terms of reference of which appear to favour retail superannuation funds over their industry counterparts, is being questioned b...
Financial planning
The Financial Planning Association has called for a transitional period of three years in regard to the introduction of the Federal Government’s Anti-Money Laundering and...
Financial planning
Tower Australia has dominated the 2006 Money Management/Dexx&r Adviser Choice Risk Awards, both with its own products and those of Prefsure, which it acquired in April....
Financial planning
Allco’s Record Realty has announced an acquisition of seven high quality property assets in Germany to the value of 333 million Euro (A$565 million)....
People & Products
Tower Australia Investments chief executive Grahame Evans is leaving the company to join Professional Investment Services in a senior role....
Financial planning
A new boutique property funds management company has been established, with former James Fielding employees Tony Pitt and Tracey Conn at the helm....
People & Products
Count Financial has appointed Jeremy Wardell as the inaugural chief executive of its accountant based, wealth-creation business countplus, ahead of its planned acquisitio...
Financial planning
In a significant change to the structure of its operations, Tower Australia has appointed Russell Investment Group to run its multi-manager investment product business ar...
Financial planning
Centro Properties Group has predicted its acquisition of Heritage REIT will have a positive flow-on effect for investors via the creation of numerous new funds....
Financial planning
ANZ has finalised its purchase of a 20 per cent stake in Chinese bank Tianjin City Commercial Bank...
Financial planning
The Australian Securities and Investments Commission has announced the formation of a new business forum to allow it to establish and maintain closer links to the wider b...
Financial planning
While launching the Australian Bankers’ Association’s new online financial literacy program, chairman David Morgan said increasing the financial understanding of those wh...
Financial planning
A Plan for Life inflows survey has produced tangible evidence of the success of Avanteos’ strategic alliance with Goldman Sachs JBWere to provide administration services ...
Financial planning
The chief executive of one of the first superannuation funds to provide in-house financial planning, Brett Westbrook, has announced his intention to leave his role at the...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....