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Financial planning
An ex-financial adviser with Colonial Financial Services has been permanently banned from acting as a representative of a securities dealer for depositing clients’ funds ...
Financial planning
IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....
Financial planning
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
Financial planning
An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...
Editorial
Australian Unity has wrapped up the last financial year in a healthy state revealing that it made a record profit of $43 million based on good performance from its health...
Financial planning
The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...
Financial planning
Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...
Financial planning
The introduction of new privacy rules in December still holds uncertainty for parts of the industry, as ground rules are yet to be laid. Mike Taylor looks at the effects ...
Superannuation
One of the most difficult parts of the job that financial planners do is helping their clients to plan for the consequences of their death. It is safe to assume that most...
Superannuation
AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....
Financial planning
Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...
Superannuation
Life insurance inflows grew by five per cent in the 12 months to the end of June, buoyed by a thriving individual superannuation investment market according to the latest...
Financial planning
Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...
Financial planning
Financial services consolidator Stockford will rollout its own financial services referral group next month, despite the groups latest loss of more than $5 million in hal...
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
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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...