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Financial planning
St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) and the Investment and Financial Services Association (IFSA) had “constructive” talks on Friday and will meet ...
Financial planning
Integrated Tree Cropping (ITC) managing director Tony Jack has left the company days prior to its listing and has been temporary replaced by Futuris Corporation chief exe...
Accounting
Financial planning group ipac Securities has formed its first strategic alliance with an accounting practice after striking a deal with Brisbane-based firm MGI White Hanc...
Financial planning
Newly launched retail distribution group The Private Collection has launched its second fund - an income fund offered by boutique fund manager Westpoint Corporation....
Editorial
The Financial Planning Association (FPA) will post its first end of financial year operating loss this year, with an expected $2 million deficit for 2004, due to a fall i...
Financial planning
Financial Services Partners (FSP) is relocating its Melbourne administrative functions to Sydney in a reorganisation of its back-office structure....
Financial planning
The Victorian State Government is set to release an action plan to boost the number of financial services companies in Melbourne....
Financial planning
The recent restructure of the FPA has not stemmed staff departures with public policy and government relations manager Con Hristodoulidis and international and certificat...
Financial planning
Superannuation fund members are likely to place heavy reliance on financial planners in the event of a full choice of fund regime being implemented in Australia, accordin...
Financial planning
Investment platform provider Symetry has opened its third ownership sharing plan to advisers, offering an equity stake to more dealer groups....
People & Products
Allianz Dresdner Asset Management (ADAM) head of Australian equities Mark Finselbach left the group yesterday after submitting his resignation last Friday - a move quickl...
Funds management
Global ratings and benchmark provider MSCI now has in excess of $1.5 billion in assets linked to its hedge fund index despite the benchmark only being introduced in July ...
Financial planning
Advisers are changing their view of education as merely a means for compliance under FSR to embrace the concept of ‘life-long’ learning, according to the Securities Insti...
People & Products
The Australian Securities and Investments Commission (ASIC) has appointed Greg Tanzer as executive director of consumer protection and international relations, replacing ...
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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...