Jane Watts to lead Westpac Private Bank

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Brad Cooper, BT Financial Group’s Chief Executive, today announced the appointment of Jane Watts to General Manager of Westpac Private Bank. Ms Watts joins Westpac Private Bank from her most

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Katherine Hunt is AFA’s Student of the Year

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Katherine Hunt from Aspire Financial Planning on the Gold Coast has taken out the Association of Financial Advisers (AFA)’s 2010 Student of the Year Award (the Award). Outgoing AFA National

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A new generation of leadership on the AFA board

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The Association of Financial Advisers (AFA) has announced an almost entirely new Board of Directors, including Brad Fox, current GenXt Chair, who has been elected National President unopposed. The new

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Salvia takes out AFA’s top award

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Steve Salvia, from Southern Financial Strategies in Western Australia, has taken out the 2010 AFA Adviser of the Year Award (the Award), proudly sponsored for the eighth consecutive year by

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The Multiport SMSF Investment Patterns Survey

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Better performing markets see Trustees taking profits To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments to look at the

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New professionalism standards lift the bar on best practice in financial advice

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Centric Wealth has taken the lead in the financial advice industry by releasing its own formalised standards for best practice financial advice. The Centric Wealth Professionalism in Financial Advice Standards

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Clients happy with advisers’ trustworthiness and knowledge

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The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic about the performance

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ITG launches POSIT Marketplace in Australia to help manage trading costs in an increasingly complex market

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New ITG liquidity aggregator aims to reduce Australian trading costs Changing trading landscape means fund managers need tools to keep pace with best execution Investment Technology Group (ITG), a leading

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SPAA announces new board appointments

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Peter Crump and Andrew Hamilton have joined the SPAA Board The Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has today announced the appointments of Peter Crump and Andrew Hamilton

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SPAA calls for changes to APESB proposed standard on how to charge for financial advice

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Proposed standards will impose unreasonable and unsustainable obligations on accountants working as financial planners The Self Managed Super Fund Professionals’ Association (SPAA) has called for amendments to an Accounting Professional

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