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Matrix Financial Group is poised to sign up with a master trust supplier, according to managing director Allison Dummett....
An administrator has been appointed to the Victorian Soho Lemon Management scheme. Director Peter Russell-Clarke says he requested an administrator be appointed to protec...
The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....
Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...
Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...
Financial planners should offer clients a choice of service levels and charge accordingly, says ThreeSixty national development manager David Fox....
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...
Former Colonial financial planner William Richard Berghouse has been given a lifetime ban from acting as a representative of a securities dealer or investment adviser fro...
Financial planners will need to change the way they offer advice on tax issues as they relate to investments....
Only one in 50 financial planners does not use the Internet for their business, according to a recent survey....
The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....
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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...