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Financial planning
Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has done an about face, welcoming Senator Helen Coonan’s reassurance of the Federal Government’s commitment to...
Financial planning
Invesco has reiterated its commitment to its Australian operations despite a global downturn in financial services and will seek to grow the business rather than seek fur...
Financial planning
AXA Australia is fully committed to rolling out the Ipac financial planning model in Asia despite the growing impact of Severe Acute Respiratory Syndrome (SARS) in the re...
Funds management
Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...
People & Products
Deutsche Bank Australia has appointed former Invesco Australia chief executive officer Michael Parsons as managing director and head of its private wealth management busi...
Editorial
National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...
Financial planning
The Financial Planning Association (FPA) board of directors will meet on Monday with four ‘leading’ consumer advocates to aid it in taking account of consumer concerns an...
Funds management
The listed property team at Principal Global Investors (PGI) will leave the group in a month after its three members, Stuart Stuckey, Mark Thorpe-Apps and Ern Koh, resign...
Financial planning
Trading in AMP Limited stocks was suspended today following the announcement of a de-merger which would result in the Australasian operations being distanced from the gro...
Financial planning
The Symetry investment platform has flagged an extensive expansion program moving beyond its current master trust business into a range of dealer services and client acce...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
CPH Investment Corporation (CPHIC) chief executive Chris Cuffe will take on the role of acting chief executive at Challenger as the two groups today announced they had si...
Financial planning
Independent ratings company Adviser Ratings has found that almost a third of financial planners have noticed a change in business volume since the release of the Australi...
Financial planning
Colonial First State (CFS) chief executive John Pearce has assembled a new senior management team, filling three executive positions left vacant by a spate of departures ...
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Podcast
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...