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AUSTRALIAN FINANCIAL SERVICES
Life/Risk
The Federal Government is gearing up to act in the key areas of professional indemnity insurance and the implementation of the Financial Services Reform Act (FSRA) accord...
Financial planning
The proliferation of financial planning professionals puts potential clients in a quandary over how to choose an adviser. TOM COLLINS writes we may be at the point where ...
Financial planning
Oasis Asset Management has finalised a deal with the Queensland based financial planning group, Financialline, marking the fifth such partnership agreement signed by Oasi...
Financial planning
Corporate superannuation fund Telstra Super has set up an in-house financial planning arm for its member base....
Financial planning
Regulation of financial planning industries around the world is getting tougher, a reaction to both past mistakes and the opportunity to lift standards in the future. FIO...
Financial planning
The UK subsidiary of Australian financial services group Challenger International has been granted a licence by the UK’s Financial Services Authority (FSA) to bring its i...
Financial planning
Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...
Financial planning
THE RECENT departure of Greg Perry from Colonial highlights the critical role of key people in an organisation. Perry has stated many times in the past that he is ably su...
Financial planning
There is a growing trend for dealer groups to be branded distinctively separate from their owners. FIONA MOORE reports on the benefits of the strategy and its history....
Financial planning
The Australian Securities and Investments Commission (ASIC) has called on planners to prepare and apply for the new financial services licence now instead of putting it o...
Financial planning
A former adviser with Professional Investment Services has made an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) not to act as an...
Financial planning
The Australian Securities and Investments Commission (ASIC) has issued its first ever license under the Financial Services Reform Act (FSR), with the first cab off the ra...
Financial planning
Two directors of an investment advisory corporation have been banned from managing corporations for up to 10 years after the Australian Securities and Investments Commiss...
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
People & Products
The Commonwealth Bank’s head of Australian Financial Services, John Mulcahy, is likely to become the next chief executive of the St George Bank, according to a report by ...
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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...