Australia lags the world in institutional uptake of ETFs

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Speaking yesterday at an ASX conference on Exchange Traded Funds, Deborah Fuhr, Managing Director of investment company BlackRock, said that while retail investors in Australia had embraced ETFs, institutional investors

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AFA: speaks out on FOFA, industry funds and fees

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Proposals to introduce harsh penalties on financial advisers, including fines of up to a million dollars and lifetime bans for breaches of new regulations, which are currently being considered by

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ACO Instrument Fund offers new opportunities for wholesale investors

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New Fund acquires first asset: Australia’s only Stradivarius violin The Australian Chamber Orchestra (ACO) today announced the launch and the first acquisition of its brand new investment fund: a rare

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A Shot for Common Sense: AFA Welcomes Rob Oakeshott FOFA Insight

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The Association of Financial Advisers (AFA) welcomes the stance taken by Independent MP Rob Oakeshott and the Shadow Minister for Financial Services and Superannuation, Senator Mathias Cormann against the proposed

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Niche Marketing and defining your perfect client

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Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday

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Focus on investor compensation overlooks protection

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Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection

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Who do you trust with your money? Money matters top of mind for Australians this week

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Financial Planning Week 23-29 May 2011 kicks off today with the CEO of Australia’s peak professional financial planning body, the Financial Planning Association’s (FPA) Mark Rantall, calling for all Australians to

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AFA issues FOFA pack in rally call to all Financial Advisers

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The Association of Financial Advisers (AFA) today officially launched the AFA FOFA In Focus Member Pack to lead, support and inspire all financial advisers through the FOFA reforms announced by

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FPA: Measures to fix excess contributions falls short

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FPA propose further reforms to super contributions to secure Australia’s long term retirement savings. x Last night’s Federal Budget announcement allowing excess superannuation contributions to be refunded back to the

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ASIC consults on financial requirements for issuing retail OTC derivatives

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ASIC has released a consultation paper to seek feedback on the financial requirements for issuers of over-the-counter (OTC) derivatives, such as contracts for difference or margin foreign exchange, to retail

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