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Financial planning
Deutsche Asset Management’s regional and Australian chief executive Brian Scullin has announced plans to retire at the end of this year....
Financial planning
Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...
Financial planning
The fees charged to investors in the retail managed fund market have fallen steadily over the last six years, according to a new study by the Investment and Financial Ser...
Financial planning
HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...
Financial planning
THE FIRST thing you notice about Richard Gilbert is that he is not Lynn Ralph....
Financial planning
Tower Limited will sell its personal and corporate trustee business as part of an ongoing restructure of the group which began in December of last year....
Financial planning
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Financial planning
ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...
Financial planning
PROFESSIONAL Investment Services (PIS) will further integrate its accountancy consolidator business Professional Accountants Limited (PAL) into the planning business, aft...
Financial planning
FINANCIAL planners with the Chifley Financial Services group will head to the Industrial Relations Commission after unions threw their full support behind the planners in...
Financial planning
INVESTOR Security Group (ISG) owner and director Robert Keavney has teamed up with Malcolm Turnbull to launch a new planning group aimed at the high-net-worth end of the ...
Financial planning
Western Australian credit unions, State West and Health Credit, will merge their financial planning arms as part of a wider merger of the two groups....
Financial planning
AFTER just four months in the job, Assirt’s head of research John Parrish has resigned, unsure whether he will stay in the research industry....
Financial planning
THE FEDERAL opposition has made a last minute bid to block parts of the Financial Services Reform Act (FSRA) in an attempt to modify crucial new disclosure requirements f...
Financial planning
As KATE KACHOR reports, planners are hitting the books like never before as they strive to become FSR compliant....
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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...