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Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Financial planning
The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...
Financial planning
The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....
Financial planning
Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....
Financial planning
Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...
Financial planning
First Samuel managing director Anthony Starkins dropped a bombshell on the re-cent Asia Pacific Private Banking conference in Sydney, labelling private bankers both “gree...
Financial planning
Norwich Union’s Navigator is to become a global product, with plans to launch the electronic administration service in Asia and expand the European operations....
Financial planning
Wholesale fund manager UBS Asset Management (UBSAM) has made a defacto entrance into the retail market by lowering the minimum entry figure for access to its funds and in...
Financial planning
Wholesale fund manager UBS Asset Management (UBSAM) has lowered the entry figure for access to its funds while also introducing a dial-up trailing commission...
Financial planning
Reconnaissance of the enemy; targeting the prey; a grenade is pitched; interest is captured; probing and interrogation of possible defectors; sortie into enemy trenches; ...
Financial planning
A range of new schemes have emerged over the past years offering financial advisers a form of ownership in funds management and master trust businesses....
Financial planning
Almost a third of the Top 100 dealer groups pay their planners exclusively via a salary, with another 12 dealer groups offering a combination of salaried and con-tract em...
Financial planning
Salary packaging company Remunerator Financial Services is expanding into fi-nancial planning....
Funds management
A strong property market has meant most property fund managers have passed on pay increases of between 5 to 6 per cent this year....
Financial planning
Merrill Lynch Mercury Asset Management hopes to attract $50 million per fund in the medium term for its “Professional Investor” suite of mezzanine priced funds....
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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...