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Deutsche Asset Management (DAM) has appointed Andrew Fay as chief invest-ment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his U...
Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....
Tower Australia has acquired a sizeable stake in financial services group, Financial Services Partners (FSP), in an effort to reposition its distribution for the arrival ...
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
There is “little room for error” left in the Australian funds management industry according to a new report which says the industry is rapidly reaching maturity...
Equities will continue to remain a solid investment for some time as the market moves through a major upward cycle according to AMP Asia Pacific chief investment officer ...
The number of documented cases of people being refused insurance after being gene-tested has almost doubled since recent publicity about gene-testing according to directo...
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
Can planners survive the breakdown of a couple’s marriage and keep both spouses as clients? Jason Spits investigates....
<B>Hockey not swayed by ethics </B>The Federal Financial Services Minister, Joe Hockey’s knock back of a proposal for disclosure of ethical considerations taken by invest...
As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...
It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....
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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...