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FINANCIAL ADVISERS
Financial planning
Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...
People & Products
HSBC Asset Management Australia has taken on former Wells Capital Management executive vice president Rick Villars as its new head of retail, in a move designed to streng...
Financial planning
Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...
Editorial
Hedge Funds of Australia has carved a successful niche in the hedge funds market. FIONA MOORE talks to the engine behind the machine and asks what more we can expect from...
Financial planning
ING Advice has expanded the number of dealer groups in its adviser network with the purchase of The Vandenbergh Group....
Financial planning
Advance Funds Management is about to launch an advertising campaign pitched directly at consumer rather than exclusively to financial advisers....
Financial planning
Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...
Financial planning
The financial planning industry in the UK could be about to undergo one of the most significant reforms in its history after the Financial Services Authority, the industr...
Financial planning
Collins House Financial Services (CHFS) has recruited two ex-JP Morgan staff as part of its three-stage business development strategy to be implemented over the next thre...
Financial planning
Norwich Union claims it has the best master trusts in the Australian market, after a survey by Business Owner Research found that 17 per cent of dealer groups voted Norwi...
Financial planning
Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....
Financial planning
The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...
Financial planning
Financial services group Stockford is the latest in a steady stream of advisory companies to sign up for IWL’s VisiPlan software....
Financial planning
There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...
Financial planning
APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...
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MARKET INSIGHTS
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...