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Financial planning
Research house Standard and Poor’s (S&P) will not charge up front fees to funds management groups to be rated marking a departure from its globally used pricing system....
Financial planning
One of Ausbil Dexia’s five original founders, Winston Sammut, has sold his 8 per cent stake in the boutique firm to its joint venture partner, Dexia Asset Management (Dex...
Editorial
Investors rattled by the underperformance of some traditional asset classes over the past few years may be warming to the inclusion of alternatives in their portfolios. C...
Financial planning
AXA Asia Pacific subsidiary, NMMT, has given an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) after its failure in lodging a roll...
Financial planning
The Australian Securities and Investments Commission (ASIC) is continuing its campaign against parties linked to the failed multi-level investment scheme, the Wattle Grou...
Superannuation
Draft skill standards for advice on self managed super funds are being eagerly accepted by an industry hoping to avoid further regulation by the Australian Securities and...
Financial planning
The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) have accepted enforceable undertakings from AM Corpo...
Editorial
The international investment market is starting to turn, says Greg Germon, although trying to pick the low-hanging fruit is still a tricky business....
Financial planning
Australian baby boomers will have to save for their own retirement rather than rely on inheritance handouts, as existing retirees are living longer and increasingly optin...
Financial planning
The Australian Securities and Investments Commission (ASIC) has permanently banned a New South Wales investment adviser from providing any financial advice after he misap...
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Financial planning
Perpetual Trustees managing director Graham Bradley’s final result in the top job has not disappointed shareholders, delivering the group’s eighth year of increased profi...
Financial planning
Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...
Financial planning
Principal Global Investors is considering launching a global property securities fund due to a “growing appetite among investors” for the asset class, and in Australia ha...
People & Products
InTech Financial Services has appointed Deutsche Asset Management Asia Pacific regional chief operating officer Michael Monaghan as chief executive officer, after a three...
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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...