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17 December 2013 • By • 1 min read

Financial services on track for strong 2014

The financial services sector is set to benefit greatly from improving economic conditions during 2014, according to Morningstar’s outlook for ...

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Licensees treading carefully on grandfathering

While there are workarounds to the grandfathering rules, financial planning licensees are reluctant to promote them lest they trigger the FOFA ...

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FSC lays out Murray Inquiry agenda

The government's Financial System Inquiry, to be headed by David Murray, can facilitate the increased export of financial services and ensure economic ...

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CommSec appoints executive general manager

The Commonwealth Bank of Australia has announced the appointment of Paul Rayson as executive general manager, CommSec, effective 10 February 2014

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Equity Trustees projects improved profit

Equity Trustees (EQT) expects full-year net profit after tax for 2013/2014 to exceed the net profit result of the previous year by 15 to 20 per cent

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Standard Life adds to policy guidelines

Global investment manager Standard Life Investments has strengthened its Governance & Stewardship Principles and Policy Guidelines to include new ...

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Credit ombudsman closes file on AFS claim

A client claim against Australian Financial Services (AFS) Group has been thrown out by the Credit Ombudsman Service Limited due to a lack of ...

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Risk advisers upbeat about 2014: Zurich

With the exception of the regulatory environment, risk advisers are much more optimistic about their businesses than they were 12 months ago, ...

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PM Capital lists global equity LIC

Sydney-based fund manager PM Capital has listed its first investment company (LIC) on the ASX. The PM Capital Global Opportunities Fund Limited ...

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Retail and institutional investors at odds on equities

The differences between institutional and retail investors’ attitudes towards equities remained pronounced in the September quarter, new research has ...

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