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FINANCIAL PLANNING

INDUSTRY NEWS

Online trading stockbroker OpenMarkets Australia has named former E*Trade senior BDM Leo Lopez as its new head of sales....

INDUSTRY NEWS

ANZ has retained its title as Australia’s most valuable banking brand in a year that saw lower ranked institutions such as BT Financial Group increase their standing expo...

INDUSTRY NEWS

Major insurer Metlife is expected to announce the appointment of a new Australian chief executive within the next few weeks....

INDUSTRY NEWS

Former AMP Capital and Russell staffer Andrew Lill joins Morningstar’s Ibbotson as CIO, Asia-Pacific....

INDUSTRY NEWS

Saxo founders claim online trading community democratises access to trading and fund management....

INDUSTRY NEWS

Rubik will boost its commission and revenue management systems after announcing the licensing and purchase of two software packages to be integrated into its COIN package...

INDUSTRY NEWS

ASIC releases enforcement report for second half of 2013 reporting 340 enforcement actions....

INDUSTRY NEWS

The Assistant Treasurer has denied claims by industry funds that changes to FOFA will water down consumer protection....

INDUSTRY NEWS

Industry Super Australia worries that changes to FOFA will bring conflicted remuneration back to financial advice....

INDUSTRY NEWS

A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....

INDUSTRY NEWS

Planners still required to provide FDS until FOFA amendments become law....

INDUSTRY NEWS

Education program to offer continuing professional development and credits towards further qualifications. ...

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MARKET INSIGHTS

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

1 week 4 days 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 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago