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Financial planning
Matrix Financial Group is poised to sign up with a master trust supplier, according to managing director Allison Dummett....
Financial planning
The Australian Securities and Investment Commission (ASIC) is unfairly hounding managers of strata investments who comply with the Managed Investments Act while allowing ...
Financial planning
Since this time last year, four dealer groups have split off from some of Australia’s most well known financial planning outfits. Jason Spits investigates the reasons beh...
Financial planning
APIR Systems has got the ball rolling on an adviser numbering system with the launch of a dedicated development centre....
Funds management
An Australian property exchange will be launched within months and comprise 16 founding members made up of listed property fund groups, according to Property Funds Austra...
Financial planning
Financial planning in South Africa has a history as long as financial planning in Australia – and despite the country’s political problems, business is booming. In the fo...
Financial planning
The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....
Financial planning
When MLC life agents went searching for a home they didn't have to look very far. MLC Financial Planning set up shop in 1988 and has been providing dealer group support f...
Financial planning
Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...
Financial planning
The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...
Financial planning
Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....
Funds management
Australia's investment watchdog is still having problems with the transition to Responsible Entities (RE) under the Managed Investments Act....
Financial planning
I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....
Financial planning
The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...
Financial planning
Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....
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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 ...