Ethics and Financial Advice: The Final Frontier

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I attach a report entitled “Ethics and Financial Advice: The Final Frontier” recently released by me to key stakeholders in the Financial Services Sector. The report outlines the results of

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AMP appointments to boost Group Risk

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AMP Financial Services has boosted its Group Risk team with three key appointments in Wealth Protection Products. Victoria Simpson has been appointed as Group Risk Product Strategy Manager, Jenny Vaitsas

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$500m deal puts Capital Finance in the lead

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Growing finance capability represents a real alternative to the big four The latest in a series of securitisation deals for asset financier Capital Finance means the company is now Australia’s

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Aviva Investors expands Fixed Income and Equities capabilities in Asia Pacific with two senior appointments

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Aviva Investors today announced two new appointments to its Singapore office. Kevin Talbot, CIO for Asia Pacific Fixed Income. Kevin will be responsible for the development of the Fixed Income

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Industry supports FPA Strategy

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The Financial Planning Association’s (FPA) strategy launch has received an overwhelmingly positive response from members. Two weeks after launching, one hundred and twenty three practices have so far pre-registered as

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Stronger Super plus Access to Advice good for all Australians, says FPA

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FPA comments on the Federal Government’s response to the Cooper Review The Financial Planning Association (FPA) supports today’s response by the Federal Government to the Cooper Report Recommendations, but reinforces

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AMP and AXA APH complete due diligence

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AMP Limited (AMP) and AXA Asia Pacific Holdings Limited (AXA APH) have satisfactorily completed reciprocal confirmatory due diligence. In addition to receiving shareholder and court approvals, the merger also remains

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SPAA welcomes rejection of additional investment restrictions for SMSFs

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SPAA is pleased SMSFs retain freedom to invest with no changes to in-house asset rules and welcomes consideration of a restricted licence to replace the accountants’ exemption. The Self-Managed Super

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Strong Aussie dollar causing pain for many expats

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Top tips to reduce the ‘ouch’ factor While the strong Aussie dollar is good news for some, one of the groups feeling the pinch is expats living in Australia who

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Mentor path to UNE Degree

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Graduates of Mentor Education Group’s Diploma and Advanced Diploma of Financial Services (Financial Planning) can now fast track their qualifications to a financial planning degree. An Articulation Agreement between the

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