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FINANCIAL SERVICES INDUSTRY
Financial planning
The handing down of the recent Federal Budget revealed no real concerns for the financial services industry. In the words of one corporate commentator: "It is a bit of a ...
Financial planning
Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....
Financial planning
The FPA's code of ethics and rules of professional conduct have gone a long way towards meeting some of the reforms in CLERP 6, says Fi-nancial Services Minister Joe Hock...
Financial planning
On almost this exact day three years ago, Money Management reported a mass exodus from senior executives within the financial services in-dustry, as seats shuffled at a n...
Financial planning
News that Hartley Poynton has signed up the first two users for its new online share trading service – including AMP’s Hillross financial planning arm – is yet another ch...
Financial planning
Most Australians you speak to today are focussed on one, or both, of two upcoming events: New Year’s Eve and the Olympics. But for those of us who work in the financial s...
Financial planning
The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...
Financial planning
Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...
Financial planning
The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it terms Australia’s “finance elite”....
Funds management
A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...
Financial planning
I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...
Financial planning
Stephen Van Eyk was rather surprised to find himself inundated with job applications after comments on the company’s expansion were published in Money Management last yea...
Financial planning
In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...
Financial planning
Nearly two years after the Wallis Inquiry, the long awaited reforms to the regulation of the nation’s financial markets are at last on the home stretch, with the release ...
Financial planning
People like Prudential Investment senior executive Lester Anderson are proof that the fine art of salesmanship is alive and kicking in the financial services industry. St...
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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...