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INDUSTRY NEWS
UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...
INDUSTRY NEWS
Garrisons Financial Planning has signed an exclusive three year agreement with Queensland Police Credit Union (QPCU) to provide financial planning services to its 34,000 ...
INDUSTRY NEWS
The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...
INDUSTRY NEWS
A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...
INDUSTRY NEWS
Financial planners and dealer groups may be held liable for incidental advice or even casual comments after a recent decision by the Financial Industry Complaints Service...
INDUSTRY NEWS
A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....
INDUSTRY NEWS
Bonds have traditionally been seen as the safe alternative and have performed particularly well in recent times. But how long will it last? Ben Abbott reports....
INDUSTRY NEWS
Technology makes life as a financial planner easier… right? Well, yes – if you know how to use it well. Among the most popular of all desktop technologies are Outlook and...
INDUSTRY NEWS
AXA Asia Pacific subsidiary, NMMT, has given an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) after its failure in lodging a roll...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) is continuing its campaign against parties linked to the failed multi-level investment scheme, the Wattle Grou...
INDUSTRY NEWS
Australia’s larger financial institutions have begun receiving their Australian Financial Services Licences (AFSL) in compliance with the Financial Services Reform (FSR) ...
INDUSTRY NEWS
Fund manager investment style was irrelevant as individual manager stock-picking strategies resulted in many benefiting from the continued resurgence of the domestic equi...
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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...