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AXA
Financial planning
New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....
Financial planning
Amid continuing speculation that more AXA practices are departing for MLC, it is understood that most of them have decided to stay, signing a so-called 'welcome package'....
Financial planning
Although MLC has been open in its plans to target AXA-aligned planning firms that may be disenchanted following the bank's merger with AMP, many of those businesses say t...
Financial planning
Despite noise from the marketplace suggesting competition from rivals looking to poach AXA financial planning practices, there has so far been no significant net change b...
Financial planning
Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...
Financial planning
The wealth management division of HLB Mann Judd in South Australia has acquired boutique planning firm Howard Financial Planners....
Policy & Regulation
Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...
Financial planning
AMP has launched a new logo following its merger with AXA Asia Pacific's Australian and New Zealand businesses....
Financial planning
No new licensee arrangements have been discussed following the AMP/AXA merger, according to AMP Financial Services managing director Craig Meller....
People & Products
AMP-owned dealer group Hillross Financial Services has boosted regionalised support for its network of advisers, appointing 12 new senior managers across the country....
Financial planning
First quarter cashflow data paints a mixed picture for AMP and AXA....
Financial planning
AMP Horizons Financial Planning Academy has become a national centre responsible for ongoing education and the development of its entire financial planner base, according...
Financial planning
Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...
Life/Risk
Inflows into the life insurance risk market grew 12.5 per cent in 2010, although new premium sales continued a pattern of marginal growth, according to Plan for Life rese...
Financial planning
Former OnePath business development manager (BDM) and Money Management's 2010 BDM of the Year, Lyndall James, has joined van Eyk Research in the same role....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...