BT Financial Group ‘Best of the Best’ in Customer Service

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BT Financial Group (BTFG) reigned supreme at last night‟s Australian Service Excellence Awards taking out two top line honours – the blue ribbon award, “Best of the Best” for Outstanding

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Ramifications of the proposed FOFA changes to advice

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Greetings Thanks for the feedback on the AFA advertising initiative. Like many practioners I am trying to work through the potential ramifications of the proposed FOFA changes to advice. While

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INGIM boosts wholesale team with new appointment

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INGIM hires fourth employee this year for Melbourne office Wholesale business continues to target advisers ING Investment Management (INGIM) Australia has boosted its wholesale business with the appointment of Mark

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Learn the lessons of 2010 to build wealth in 2011 says leading technical expert Strategy Steps

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Spread the risk between Australian and international shares Generate income safely while managing longevity risk Return to gearing but be responsible Avoid ATO penalties while maximising super contribution strategies Avoid

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AMP appoints Director of Advice

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AMP Financial Services has appointed Scott Machin to the newly created role of Director of Advice commencing immediately. AMP Director of Financial Planning, Advice & Services Steve Helmich said Mr

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All Star Fund’s launches new LPT capability to fill adviser demand; rated RECOMMENDED by Zenith

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Kate Mulligan, Managing Director of All Star Funds has announced today that their new All Star Maple-Brown Abbott Listed Property Fund has been given a rating of “Recommended” by ratings

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James Blackshaw joins St.George Private Clients as State Head QLD and WA

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Rebecca Lim, General Manager St.George Private Clients, today announced the appointment of James Blackshaw as State Head QLD and WA. James joins St.George Private Clients from Bank West Private Banking

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Removing the roadblocks to quality financial advice

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There are numerous legal and ethical risks related to the provision of financial advice to Australian consumers, all of which may impact on the quality of financial advisory outcomes that

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How to build organisational resilience to ethical risk using integrity based mechanisms and culture

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Whilst tactics to remain competitive in a modern commercial environment often influence the belief that behaving ethically is not profitable, I like to think that a series of global financial

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Shorten shows he’s listening

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Bill Shorten, Assistant Treasurer and Minister for Financial Services and Superannuation has already demonstrated that he is a true advocate of the financial services industry, focused on ensuring that the

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