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FINANCIAL ADVISERS
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Editorial
Advisers face many choices when building a portfolio, but as Ross Kelly finds, putting all your eggs in one basket can be risky....
Financial planning
CHOOSING the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year is, as it was last year, a task fraught with difficulty....
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Financial planning
The Parlimentary Secretary to the Treasurer Ross Cameron has ordered an investigation into adviser access to client files and remuneration after Brisbane based advisory g...
Financial planning
The Association of Financial Advisers (AFA) has warned that the salaried financial advisers of banking institutions may not have to disclose all the influences inducing t...
Financial planning
Queensland-based international investment group, LM Investment Management has been added to Asgard Capital Management’s investment menu line-up....
Financial planning
Skandia has become the first customer in Australia to sign-up to Morningstar’s Portfolio X-Ray tool - an instrument that details fund aggregate portfolio asset allocation...
Funds management
Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....
Financial planning
The Australian Securities and Investments Commission (ASIC) has banned a Queensland-based adviser for investing $1.3 million of client assets through an unlicensed Philip...
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
People & Products
Australian Financial Services (AFS), which has been without a full-time managing director since August, has appointed insurance group OAMPS Financial Management chief exe...
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MARKET INSIGHTS
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...