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FINANCIAL ADVISERS
Financial planning
BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Policy & Regulation
The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....
Policy & Regulation
The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...
Financial planning
Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....
Editorial
2012 will be the year of the savvy consumer - and the financial services industry is preparing for this new trend, writes Jim Minto....
Policy & Regulation
Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...
Financial planning
The need to project the image of professionalism in the industry will present a continuing challenge for financial planners in the future, according to a white paper rele...
Financial planning
New Financial Services Partners (FSP) chief executive officer Charles Smith has set the pace for the firm for 2012, touting business protection and growth, new dealer gro...
Financial planning
New Financial Services Partners (FSP) chief executive officer Charles Smith has set the pace for the firm for 2012, touting business protection and growth, new dealer gro...
Policy & Regulation
Professional Investment Services has warned of PI inconsistencies in the FOFA legislation best interests provisions....
Financial planning
Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....
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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...