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FINANCIAL SERVICES INDUSTRY
Financial planning
The Federal Opposition is claiming a key victory on dollar disclosure within the new Financial Services Reform regime, following the passage last week of amendments to th...
Financial planning
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Financial planning
Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...
Financial planning
It appears that employees within the Australian financial services industry can breathe easier after the release of the latest quarterly TMP Worldwide Job Index, though t...
Financial planning
National Australia Bank-owned MLC has been has been granted 13 Australian Financial Services (AFS) licenses by the Australian Securities and Investments Commission (ASIC)...
Financial planning
This is the third year Money Management has compiled a list of the financial services industry’s Top 10 Most Influential People, yet the task has not become any easier an...
Financial planning
There is no doubt the Australian Consumers’ Association/Australian Securities and Investments Commission’s (ACA/ASIC) 2003 shadow shopping survey had a dramatic impact on...
Financial planning
Financial planning dealer group Associated Planners Financial Services (APFS) announced today, in what will be an industry first, its intentions to turn its back on soft ...
Financial planning
Zurich Financial Services Australia (ZSFA) has been issued the last of its eight Australian Financial Services Licences by the Australian Securities and Investments Commi...
Financial planning
Collecting and recording the data for a comprehensive survey such as the Top 100 Dealer Groups Survey is a task of large proportions, and this year research house Dexx&r ...
Financial planning
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
Financial planning
The final draft of a set of international standards for financial planning should be ready for comment next March....
Financial planning
The Federal Government’s push to reduce the superannuation surcharge and expand government co-contributions bore fruit as the Senate passed both measures yesterday after ...
Financial planning
ING has moved quickly to announce a replacement for its IOOF-bound head of funds management distribution, Jarrod Brown with the appointment of an ING regional executive -...
Financial planning
The Australian Securities and Investments Commission has reacted angrily to claims it’s regulation of the financial services industry is excessive and that it is “a loose...
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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...