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FINANCIAL SERVICES INDUSTRY
Financial planning
Former Trio Capital director has agreed to a nine year exclusion from the financial services industry, as part of an enforceable undertaking (EU) with the Australian Secu...
Financial planning
Industry united in sending a single message to the Government on financial services – end the uncertainty....
Policy & Regulation
Wealth management chief executives have called for certainty regarding the proposed FOFA changes, according to the 2011 Financial Services Council (FSC) CEO Report....
Financial planning
The Federal Government has been taken to task for causing consumer uncertainty by taking an undue amount of time to deliver a new legislative framework covering the finan...
Editorial
A significant portion of the Australian population does not understand what constitutes financial advice and that it remains far too easy for people operating well outsid...
Superannuation
The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...
People & Products
Weeks after MLC picked talent from AXA North’s senior ranks, one of its own executives, Chris Weldon, has moved to IOOF to head platform products....
Financial planning
A leading financial planner has questioned whether Choice is guilty of hypocrisy on fees and financial services policy....
People & Products
Certitude Global Investments has created a new position within its senior ranks, with former Mercer executive Gary Burke to head investments....
People & Products
Outgoing ACCC chairman, Graeme Samuel, will soon run the Melbourne office of independent investment bank Greenhill Caliburn....
People & Products
ANZ Wealth has poached Greg Hansen from Colonial First State (CFS) to head up its distribution business transformation division, and appointed Bettina Pidcock as head of ...
Financial planning
As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...
Editorial
One of the biggest threats to a baby boomer’s retirement plans could be the underinsurance of their adult children. Kevin Goss explains why all family members must be ade...
Editorial
It is now becoming increasingly clear that one of the major consequences of the Government’s Future of Financial Advice (FOFA) changes will be further industry consolidat...
Superannuation
The 2011-12 financial year will see significant reforms impacting the entire financial services industry, while the Government has recognised strategy as the most importa...
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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...