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FINANCIAL SERVICES INDUSTRY
Financial planning
Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing the...
Financial planning
The New Zealand financial planning industry is being consulted on new disclosure requirements for advisers, including the potential use of the terms 'independent' or 'una...
Editorial
When the National Australia Bank (NAB) late last month announced its acquisition of Aviva’s wealth management business, its documentation lodged with the Australian Secur...
Editorial
It is remarkable how many people were surprised by the comments provided to a Parliamentary committee by senior executives of the Australian Securities and Investments Co...
Financial planning
A media report yesterday that accused financial planners of being under investigation by ASIC was false, with the people in question believed to be marketing themselves a...
Financial planning
CPA Australia has warned that the way planners are remunerated should be left to the industry to determine because governments should not set markets....
Financial planning
The client of a Securitor financial planner has detailed his adviser's struggle with Colonial Geared Investments in the second half of last year to provide the appropriat...
Financial planning
Financial advisers are facing an ethical dilemma as they buckle under immense pressure from agribusiness investment scheme managers with large marketing budgets....
Financial planning
Commissions may not be extinct in the financial services industry - but they are now a seriously endangered species....
Financial planning
A new survey suggests most Australians still find superannuation too complicated and worry more about having too little money in retirement than the global financial cris...
Financial planning
Perpetual chief executive David Deverall has used a company update to suggest that further industry consolidation is inevitable....
Financial planning
Industry Funds Management chairman Garry Weaven has rejected the notion that write-downs for industry funds would occur this year or next....
Editorial
Financial planning commissions may not be extinct but they are now a seriously endangered species....
Financial planning
Thanks to the Rudd Labor Government's first Cabinet reshuffle financial services now has a seat at the Cabinet table but, as Mike Taylor reports, it remains for the indus...
Financial planning
The various committees within the Investment and Financial Services Association (IFSA) have outlined their policy priorities for the 2009-10 financial year. The following...
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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...