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Colonial First State (CFS) has developed Australia’s first specialised post graduate program in hedge funds, offered in conjunction with Macquarie University as part of i...
The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Independent, small planning businesses and dealer groups have asked for a clearer set of compliance processes under the Financial Services Reform Act (FSRA), removing wha...
The accounting scams in the US might write off up to 25 per cent of earnings from the S & P 500 and this will lead investors to face negative returns for a number of year...
Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...
The 1990s were actually quite unusual in that we did not experience one instance in which markets fell by more than 20 per cent. On average, we experience bear markets ev...
FINALLY, we’re going to find out what a master trust and wrap account is, as well as the actual meaning of holistic financial planning and lifestyle planning....
FEARS OVER heightened market volatility in the Australian stockmarket following the confirmation of more US corporate accounting disasters and the crackdown by President ...
Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...
IF YOU as a financial services professional think consumers have some way to go in understanding the nature of investments and the provision of advice, get ready for a bu...
WHILE Associated Planners’ Solar product remains the only risk master trust product currently in the market, the news last month that Professional Investment Services (PI...
One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...
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Podcast
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...