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Financial planning
Franchise dealer group RetireInvest has moved to bolster its ranks with two senior appointments three months after the firm’s ING parent announced plans to restructure it...
Financial planning
AXA-owned ipac has launched a new dealer group – Monere Financial Planning – into the adviser market with the aim of targeting external advisers wanting to focus on provi...
People & Products
Former Rothschild Australia chief investment officer, Jonathan Pain, has joined HFA Asset Management (HFAAM) as a member of its newly established Investment Strategy Comm...
People & Products
Vertex Capital Management has appointed Charles Macek to its Board as a non-executive director....
Financial planning
ProQuest will change its name to FinaMetrica Limited from early February after extensive growth in offshore markets drove the need for a change in branding and marketing ...
Financial planning
The Securities Institute has revised its open entry financial planning courses ahead of schedule to ensure they meet with the Australian Securities and Investment Commiss...
Financial planning
Dealer groups could be faced with compliance issues over slow trades and transactions inside platforms, according to Colonial First State general manager of product Brian...
Financial planning
The Australian Securities and Investments Commission (ASIC) has warned it will crack down on any organisation continuing to operate post-March 10 without a valid Australi...
Financial planning
IDT has brokered an agreement with education provider IntegraTec that will see the planning software company provide a reference manual for financial services professiona...
Financial planning
AMP Financial Services (AMPFS) - having survived a tumultuous year in 2003 - is well positioned to take advantage of an anticipated turnaround in fortune this year accord...
Financial planning
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
Superannuation
The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Superannuation
The Australian Taxation Office (ATO) has issued a blunt message to self-managed superannuation funds (SMSFs) warning the honeymoon period in its regulation of the sector ...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...