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FINANCIAL ADVISERS
Financial planning
Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....
Financial planning
Clients are demanding greater exposure to direct shares through their financial advisers, according to Jeremy Pree, head of Lonsec’s stockbroking and equities research di...
Financial planning
The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...
Financial planning
HBOS’ wealth creation arm, St Andrew’s Australia, has signed an agreement with wealth management applications and professional services provider Bravura Solutions to util...
Life/Risk
In a market first, CommInsure is now covering advanced diabetes under its standard trauma policy as part of a suite of enhancements to its retail risk insurance range....
Financial planning
Macquarie Investment Lending has made a number of upgrades to its website GearUp, with a view to improving and expanding upon the online services available for financial ...
Financial planning
The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...
Financial planning
The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....
Financial planning
The Association of Financial Advisers is developing a ‘soft skills’ course for advisers in an attempt to help reduce the level of underinsurance in Australia....
Financial planning
Two years after being acquired by medical insurance group MBF, Clearview Retirement Solutions has passed the $2 billion funds under management milestone....
Financial planning
Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
Financial planning
ING has introduced a toolkit to help financial planners ensure clients maximise benefits stemming from the changes to the superannuation framework before July 1, this yea...
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
The Association of Financial Advisers is to campaign for a 15 per cent Super Guarantee from the Federal Government, as part of its strategic plan for 2007....
Financial planning
An Australian Federal Court has ruled that the Financial Industry Complaints Service has the jurisdiction to deal with complaints against financial advisers who recommend...
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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...