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Financial planning

26 Apr

Colonial First State's FirstChoice reaches $50 billion

Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....

Financial planning

26 Apr

Westpac the second major bank to test credit invite law

Westpac has agreed to withdraw and modify communications sent to customers regarding credit limit increase invitations after ASIC formed the view they were misleading....

Policy & Regulation

24 Apr

Financial planners move on from FOFA 'wedge'

The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...

Superannuation

24 Apr

Soft-compulsion needed for disengaged super fund members: IPA

The Government needs to take a more demographic-centric approach to superannuation policy by adopting a soft-compulsion system for persons under the age of 40, according ...

Life/Risk

24 Apr

BT cuts wait time for trauma claims with tele-claim service

BT Financial Group has cut clients' waiting times by extending their tele-claim services to include trauma claims....

Financial planning

24 Apr

No clear line between holistic and scaled advice: ASIC

All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...

Financial planning

24 Apr

Six-year ban for derivatives trader

Derivatives trading director Neil King was banned from the financial services industry for six years after he misled clients into trading with his company....

Financial planning

24 Apr

Satisfaction with big four banks falls again in March

Consumer satisfaction with the big four banks has declined by a further 0.4 percentage points to 76.9 per cent in March, the second decline since February, according to t...

Financial planning

24 Apr

Financial adviser sentiment lifts in Asia/Pacific

A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....

Financial planning

24 Apr

Bloomberg rolls out NEXT software to Aussie clients

Bloomberg is rolling out an upgraded version of its news and information service to Australian clients, with changes aimed at making the terminal easier to use, search an...