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Analysis

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31 October 2008 • By Columnist • 1 min read

Donnelly's Way - Column

In the years, even decades to come, the events of 2008 will fascinate historians. Melda Donnelly looks at how the finance industry needs to rediscover...

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Is there money in truth, advice and transparency?

To begin with, I assume every person reading this article believes they are honest, they contribute to the wellbeing of their clients and they have tr...

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Authorised Representatives' Liability: Lessons from the Delmenico case

A recent court case involving the Westpoint collapse has left an individual adviser facing the full brunt of the client claims. Financial services law...

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Dealer Survey introduction

IFA's Dealer Group Survey reveals the top 100 dealer groups, by size, the big winners and losers, and analysis of what the figures mean. Welcome t...

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Standards of service

Banks and financial institutions shell out huge sums of money year after year on introducing new technologies and processes aimed at making them more ...

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CBA rolls out bank planning division

Former Macquarie banker Ian Anderson and CBA's Stewart Creighton head up new business. Commonwealth Bank of Australia (CBA) has launched Financial ...

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Financial planning wants you

The discipline, focus, dependability and leadership learnt in the armed forces makes military recruits a natural fit for the planning industry. On ...

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Learning from orthopedic surgery

Perhaps one of the main reasons planning is not a profession is because most advisers do not act as professionals in their dealings with their clien...

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Sub-prime mortgages, leverage and market contagion

To understand why the sub-prime crisis affected global markets it is important to understand long-short funds and leveraged strategies. Global bond...

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Westpoint auditor, researcher not yet out of the woods

Are KPMG and PIR out of the woods? Presumably Wealthcare and/or the Pollards can still join KPMG and PIR to the proceedings, but they will have to be ...

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