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29 March 2010 • By Victoria Papandrea • 1 min read

Nailing down education standards

A lot of work is still needed to nail down education and professional standards for the financial advice sector, but industry bodies and licensees are ...

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Ex-Premium chief hired by Wilson HTM

Chris Saunders has been appointed head of financial planning at Wilson HTM Investment Group.Former Premium Wealth Management (Premium) chief executive ...

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RIAA hires former PIS manager

Risk and Investment Advisors Australia has hired a former PIS manager to build its advice network in NSW.Risk and Investment Advisors Australia (RIAA) ...

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MMC buys ClearView, Swanson becomes CEO

MMC has bought Bupa Australia's life insurance and wealth management businesses and has lured Simon Swanson to lead the combined entity

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Margin calls decline as accounts surge

Margin calls have declined and investors have opened more accounts after confidence in the market returned.Margin calls in the December 2009 ...

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ASIC seeks approval for Glenhurst settlement

The corporate watchdog is working towards further closure for investors caught up in Westpoint.ASIC has moved a step closer towards finalising ...

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CFS strikes white label deal with Guardian

CFS's Custom Solutions has signed a white label deal with Guardian and has also revealed enhancements to FirstChoice and FirstNet Adviser

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ASIC buys market surveillance tool

ASIC has taken a significant step towards performing its new market surveillance role.ASIC has improved its ability to analyse market activity and ...

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Wingate pushes to oust Everest board

Wingate Group is pushing for the ousting of Everest Financial Group's board in a bid to return value to shareholders.Financial services firm Wingate ...

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Perpetual hires van Eyk's former research head

Perpetual has lured two well-known researchers to provide investment and portfolio recommendations to private wealth advisers and their clients

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