Actuaries call for risk management professionals on company boards

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The Institute of Actuaries of Australia has today called for cross disciplinary risk management teams in financial services companies, and emphasised the importance of risk management professionals on boards. Melinda

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CFP professionals recognised for valuable advice

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Certified Financial Planner® (CFP®) professionals continue to be recognised as the preferred source of financial advice. According to research commissioned by the Financial Planning Standards Council (FPSC) in Canada, consumers

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FPA – 125 students complete CFP5

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The Financial Planning Association (FPA) today announced 125 FPA members successfully completed the certification unit (CFP5) of the Certified Financial Planner® certification program. Out of the 213 new and repeating

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AMP appointments position for growth

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AMP Financial Services has appointed Andrew Hobern and Deborah Sneddon to the newly created roles of Director of Business Performance and Director of Operations in AMP Financial Planning, Advice &

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Leading strategist says ‘member as lender’ borrowing strategy may help SMSFs avoid excess contributions problem

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Financial planners should consider a ‘member as lender’ strategy to help SMSF clients who have contributed up to the limits of the super contribution caps but wish to contribute more

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Aviva launches off-platform SMA using IRESS technology

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Aviva Investors (Aviva) has partnered with leading financial services technology provider, IRESS Market Technology (IRESS) to launch Aviva Investors Direct SMA (Direct SMA). Aviva’s Head of Retail, Andrew Peterson, said

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Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

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This Article was updated on July 23, 2012 – To see the update click here . It is surprising how often I receive calls from advisers asking me to explain how

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Bernie Ripoll withdraws from FPA National Conference

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The Hon Bernie Ripoll MP has unfortunately had to withdraw from presenting at the Financial Planning Association’s (FPA) 2010 National Conference: Your Wavelength. Mr Ripoll was due to discuss the

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High Frequency Trading (HFT)

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Introduction Recently, trading speeds on stock markets have increased dramatically as technology has been brought to bear on decision making as well as the matching and execution of trades. High

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J.P. Morgan completes migration of ANZ custodian business

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J.P. Morgan direct custody offering open for business J.P. Morgan Treasury & Securities Services has today announced it has completed the successful migration of direct and master custody clients from

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