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13 December 2010 • By • 1 min read

Storm Financial fiasco

Litigation firms were close to finalising new legal action against Commonwealth Bank of Australia (CBA), Bank of Queensland (BOQ) and Macquarie Bank ...

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Government reviews, reform and re-election

The federal government released its Future of Financial Advice (FOFA) reform package in April, which included a prospective ban on commissions and ...

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The corporate tussle for Axa

The Australian Competition and Consumer Commission (ACCC) opposed National Australia Bank's (NAB) proposed acquisition of Axa Asia-Pacific Holdings ...

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Executive appointments and departures

Following a three-year tenure, Jo-Anne Bloch resigned as FPA chief executive in February to head Mercer's financial planning arm.In March, Macquarie ...

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Corporate collapses and legal stoushes

Local Government Financial Services (LGFS) lodged a claim in the Federal Court in March, seeking $15.5 million in compensation from the credit ratings ...

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Pending mergers and acquisitions

Professional Investment Holdings (PIH) proposed a merger with Centrepoint Alliance in May to create a firm with 1417 financial planners, 1400 ...

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2010: the year in review

IFA looks back at the major issues and events of the past 12 months, including the government rules and reforms, corporate collapses and legal ...

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Future focused dealer groups gain traction

Planning networks assisting advisers through the current reforms will be better positioned for the future.Dealer groups that can effectively guide ...

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Nearly 200 SMSFs made non-complying

The ATO made 185 self-managed super funds non-complying in the year to June 2010.The Australian Taxation Office (ATO) said it had to make 185 ...

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RI appoints head of advice

RI Advice Group has appointed Guyon Cates to the newly-created position of head of advice.Cates' appointment comes as the group undergoes a minor ...

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