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Financial planning
Chifley Financial Services has undergone a restructure under its new owners which has resulted in the departure of the financial planning general manager Peter Dawson....
People & Products
HSBC Asset Management Australia has taken on former Wells Capital Management executive vice president Rick Villars as its new head of retail, in a move designed to streng...
Financial planning
Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...
Financial planning
Ipac Securities has acquired the Melbourne-based Financial Resources Group (FRG), its second financial planning group acquisition in less than a month....
Funds management
The Commonwealth Bank (CBA) and Colonial First State have rolled their respective asset management divisions into one despite earlier assurances that such a move would no...
Financial planning
The term retail means less now than what it did five years ago....
Financial planning
Former Insurance Australia Group chief general manger sales and marketing, Pierre Fenech has joined the Australian Retirement Income Streams Association (ARISA) as its ne...
Financial planning
Former Financial Planning Association (FPA) chief execuitve officer Jock Rankin, 52, died yesterday morning after a long battle with cancer....
Financial planning
Another year, another clean slate? Not quite. Legislative overhang from 2001 is set to frame the trials and tribulations of the year ahead as the financial planning indus...
Financial planning
MLC will use intermediaries to distribute MLC Corporate Solutions rather than going direct to market as it has done in the past....
Financial planning
UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...
Financial planning
Ausmaq’s development of its spoke-and-hub solution for IFSA’s MfundEC standard will not happen unless it wins support from more than 50 per cent of the financial services...
Financial planning
After just three months in the number two job, UBS Asset Management has promoted Australian John Fraser to the position of global chief executive officer....
People & Products
Commonwealth Bank senior executive Gail Kelly has scored the chief executive officer role at St George Bank, starting early next year....
Financial planning
Online broker TD Waterhouse is set to expand its customer base when it picks up the customer accounts of Charles Schwab’s ailing Australian business in mid January....
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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...