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Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
Financial planning
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
Financial planning
Former Burnie-based insurance agent and financial adviser Joachim Prehn, who had been sentenced to six years jail last year by the Supreme Court of Tasmania, has successf...
Financial planning
The Tower Group has created a new asset management group in Australia which it says will combine Tower Asset Management with some investment functions of Tower Trust Aust...
Financial planning
Levies on financial services institutions will rise almost $10 million to $84.8 million in 2003/04, with the superannuation, insurance and authorised deposit taking insti...
Financial planning
The Australian Securities and Investments Commission (ASIC) has been lambasted by a high profile banking and finance professor with claims it often deliberately fails to ...
Financial planning
National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...
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 inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
AXA is looking to offer a more sophisticated service to outsourced corporate super clients, which to date have been bundled with its retail clients in the AXA Super Direc...
Financial planning
The Financial Planners Federation of Australia (FPFA), a new industry group formed in January, has warned financial planners of being influenced by conflicts of interest ...
Funds management
ANZ Banking Group is expected to reveal the flat performance of its wealth management joint venture with ING when it releases its half-yearly profit result tomorrow....
Financial planning
Norwich Union could soon introduce additional life insurance products to its Navigator platform after noting a recent resurgence in market demand for these previously out...
Financial planning
Hunter Hall Investment Management has undergone a staff reshuffle with the appointment of a new chief investment officer and the resignation of one investment analyst and...
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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...