Fiona Moore

Fiona Moore

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Lonsdale Financial Group is looking to grow the number of accountancy practices in its framework and to launch software in the second half of this year to help automate t...

ASIC has advised those applying for new licences under the new Financial Sector Reform Act (FSRA) to be prompt and use the electronic application service provided on the ...

There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...

The retailisation trend does not appear to be a local phenomenon, generated by our market conditions but rather is also evident in international markets....

Asgard is seeking to access and support up to 15 dealer groups with at least $20 million under administration who are interested in entering the corporate superannuation ...

The financial planning industry has been called on to play its part in the international fight against terrorism....

Collins House Financial Services (CHFS) has recruited two ex-JP Morgan staff as part of its three-stage business development strategy to be implemented over the next thre...

The term retail means less now than what it did five years ago....

Following the signing of a distribution alliance agreement between Challenger International and Credit Suisse First Boston (CSFB) late last year, Challenger International...

Australian shares managers have run rings around their overseas counterparts, returning on average 11.5 per cent over the calendar year compared to a negative 9.3 per cen...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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