Loan to value ratios in margin loans 'go out the window' in financial crisis....
Software will automatically generate level premium structure when providing an insurance quote....
Will be responsible for distribution of managed funds and products to financial planner market....
ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....
Lowers costs for new and existing investors with comprehensive investment research....
Will lead fund manager review process and manage model portfolios and client relationships....
Will continue to work with the ABA to ensure regulatory proposals and parliamentary reviews are dealt with "in the best possible way"....
Planners must adopt more complicated technology and a systematic approach to client needs....
Funds, assets under management, drop by 29 and 34 per cent during the financial year....
$10 million profit despite revenue drop of 14 per cent....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
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...