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INDUSTRY NEWS
In discussions with financial planners about wrap accounts, it is clear that their full ramifications, potential difficulties and the totality of possible benefits are no...
INDUSTRY NEWS
The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...
INDUSTRY NEWS
Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...
INDUSTRY NEWS
The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...
INDUSTRY NEWS
Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...
INDUSTRY NEWS
In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...
INDUSTRY NEWS
As advisers head into the new financial year, looking for the silver lining on last year's grey clouds, unusual facts are emerging in various investment sectors....
INDUSTRY NEWS
Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....
INDUSTRY NEWS
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...
INDUSTRY NEWS
New codes which identify parties to electronic commerce transactions are being developed for financial planners....
INDUSTRY NEWS
Rodney Adler says distribution is king when it comes to financial services....
INDUSTRY NEWS
Products are to be culled as a result of the merger between Tower and FAI Life, according to Tower Corporation group managing director James Boonzaier....
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...