Not To Do In 2011

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Notwithstanding the rollercoaster ride which has been financial services for the past few years (forever it seems at times!), there’s no doubt in our mind that another challenging year awaits

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Surging demand for conflict-free financial advice spurs growth for Paragem

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Paragem Dealer Services virtual IFA network exceeds 200 licenses Paragem Wholesale AFSL business expands to $1.2 billion FUA Ex- AMP Hillross practice, FMD Group, selects Paragem Wholesale AFSL Independent service

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Financial Services Council welcomes Investor Manager Regime

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John Brogden, CEO of the Financial Services Council, today welcomed the Federal Government’s changes to the income tax treatment of investment income of foreign funds. “The Investment Manager Regime was

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Corporate governance focus on the power of Proxy Advisers

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The global proxy advisory industry has evolved considerably over the last 25 years, with proxy advisers growing in influence and many are increasingly questioning their mounting power in setting the

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Independent research validates CFP® certification standard

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A research study into Australia’s financial planning industry comprehensively supports the CERTIFIED FINANCIAL PLANNER® certification standards of education, experience and ethics. Conducted by Dr June Smith through Victoria University, the

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Financial Services Council welcomes Investment Manager Regime

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John Brogden, CEO of the Financial Services Council, today welcomed the Federal Government’s changes to the income tax treatment of investment income of foreign funds. “The Investment Manager Regime was

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Good health essential for comfortable retirement

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Financial planners should encourage clients to undertake preventative health programs as part of their holistic approach to advice, suggests medical expert Dr John Cummins of Executive Medicine. Sydney based Executive

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13 New, Non-Unitised Fund Portfolio’s added by Fund Managers and Independent Research Houses to HUB24’s Portfolio Administration Service

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HUB24, a wholly owned subsidiary of ASX listed stockbroker and wealth management utility, Investorfirst Limited (ASX: INQ), is today pleased to formally announce the addition of 13 new, non-unitised portfolios

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AFA Foundation Launches Queensland Flood Appeal

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The Association of Financial Advisers’ charitable foundation – the AFA Foundation has launched an appeal for victims of the Queensland floods. AFA Foundation Chair, Brian Boggs said, “It is truly

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MLC Investment Management changes Australian equities strategy

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MLC Investment Management today announced that it has made changes to its Australian shares strategy, creating separate domestic equities strategies for the Horizon series and MLC Australian Share Fund. The

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