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This budget means everything to the wealth management industry
Rainmaker head of research Alex Dunnin tells us what this year's budget means for advisers and the financial services industry. Watch video
Platinum Asset Management
Reflecting on more than three decades in the industry, Platinum Asset Management managing director Kerr Neilson says one of the changes in the industry has the been the erosion of the information advantage ... Watch video
Tyndall Australian Bond Fund
Tyndall AM's head of fixed income strategy, Roger Bridges, explains that aside from exploiting alpha opportunities within credit markets, a core bond holding should also help dampen some of the risks inherent ... Watch video
MAX 2014 Highlights
The annual MAX forum places all the movers and shakers in financial services when it comes to sales, marketing and distribution. Find out the recipe of those who are taking the lead. Watch the video n ... Watch video
Licensee under ASIC scrutiny after employing AAA advisers
30 July 2014, 1:00pm
An Adelaide-based licensee has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) after it employed a number of former representatives of AAA ... Read more
New PJC inquiry will "close the loop" on consumer protection
30 July 2014, 1:00pm
A new parliamentary inquiry to lift professional, ethical and education standards in the financial services industry will help close the loop on the consumer protection mechanism, Financial Planning Association ... Read more
AFA unveils main principles of code of conduct
30 July 2014, 12:55pm
The Association of Financial Advisers (AFA) will prioritise the completion of the organisation's code of conduct after revealing the foundation principles of the document this morning at a roadshow in ... Read more
ASIC puts an end to PIS monitoring program
29 July 2014, 12:35pm
The adviser monitoring program for Professional Investment Services (PIS) has concluded with the Australian Securities and Investments Commission (ASIC) reporting "a significant improvement in its compliance ... Read more
SMSF advisers gear for referrals from accountants
28 July 2014, 11:50am
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Read more
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