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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...
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...
The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...
Assirt Equities Research has made a step away from St George and will take on a new name after the staff bought back a controlling stake in the business....
Deutsche Asset Management’s regional and Australian chief executive Brian Scullin has announced plans to retire at the end of this year....
The Australian Securities and Investments Commission (ASIC) will release a discussion paper about disclosure on socially responsible investment (SRI) products which could...
Australia’s funds management community is in the midst of a dramatic slump in profits and revenue, the latest annual Investment and Financial Services Association (IFSA) ...
For those Australian investors who have prided themselves on complaining about anything and everything for much of their lives, here’s a spanner for your works....
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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...