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Financial Planning

Hot investments cold: Navigator

Retail investors are continuing to favour conservative or defensive options, according to new analysis released by platform Navigator Australia Limited.

ASIC releases eLicensing V.4 and AFS Licensing Kit

The Australian Securities and Investments Commission (ASIC) today released the fourth version of its eLicensing system - together with an updated version of the Australian financial services (AFS) Licensing Kit - for entities wishing to apply for an ...

HFA Group releases results of advisor survey on absolute return funds

Australia's financial advisors are confident equity markets will continue to improve over the coming year, but see a growing role for absolute return strategies to protect investors' from potential market falls, according to HFA Research, a division ...

AFA endorses policy on transfer of clients

The Association of Financial Advisers (AFA) has welcomed new government guidelines clarifying the position of clients when a financial adviser transfers between dealer groups.

Distributor sees continued growth in non-advisory services

Non-advisory online platform services will be underpinned by rapid growth in do-it-yourself (D-I-Y) super, according to Michael Lannon, managing director of 20/20 Funds Direct Invest.

Resi new chief to "keep pace with rapid growth"

AAP  |  TUESDAY, 21 OCT 2003
Non-bank lender Resi Mortgage Corp has appointed a chief executive to "help keep pace with rapid growth" and give its managing directors more "strategic oversight" of the company.

Equity Trustees joins with PIMCO to open access to Funds

Equity Trustees (EQT) has joined forces with PIMCO to bring a number of the successful PIMCO funds to the broader Australian Retail and IDPS markets, the companies have announced. Currently the PIMCO funds are only available to wholesale investors.

ING sells entire IWL strategic stake

ING has sold its entire 12.9 per cent stake in financial planning software company IWL...

Trafalgar Corporate appoints non-executive director

Property investment and financial services company Trafalgar Corporate, has appointed Catherine Brenner as non-executive director of Trafalgar Corporate, it announced today.

Victorian insurance agent gets permanent ban: ASIC

A Victorian insurance agent has been permanently banned from providing any financial service, following enquiries by the Australian Securities and Investments Commission (ASIC).