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Financial planning
A former AXA compliance manager has launched a new consultancy aimed at boutique fund managers....
Financial planning
Does a three-month pick-up in the employment market signal a resurgence in employment opportunities in the financial services sector through 2004?...
Financial planning
The Federal Government is undertaking to release within two weeks the draft regulations and operating standards which will apply to the licensing of superannuation truste...
Financial planning
Q: Under Financial Services Reform (FSR), what is the scope of advice we can provide during an initial client meeting before a Statement of Advice (SOA) is provided? My u...
Life/Risk
When it comes to claims, the most cases assessed relate to disability income, and as Mike Taylor reports, it is an increasing trend....
Editorial
Since opening its first office here in 1974, Deutsche is enjoying its decision not to own its distribution, with many of its products selling themselves with strong retur...
People & Products
Challenger Financial Services Group (CFSG) has appointed Europe-based technology group SimCorp Dimension to service its portfolio and investment management back-office op...
Financial planning
Q: We are a dealer group (licensee) that has transitioned pursuant to the Financial Services Reform (FSR) regime and are now assessing our client risk management procedur...
Financial planning
The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
Cost efficiency, expertise and closer focus on the provision of financial advice are the key drivers behind businesses choosing to outsource their back-office functions t...
Financial planning
A case of attempted fraud has surfaced with training and education provider Integratec alleging a woman has forged education qualifications in attempt to dishonestly ente...
Funds management
Select Asset Management has launched a single-manager global multi-strategy hedge fund through its joint venture with European hedge fund manager Aspect Capital, establis...
Financial planning
Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....
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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...