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Financial planning
While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...
Financial planning
Craig Dunn’s AMP was the victor in its heated battle to acquire AXA Asia Pacific, leaving National Australia Bank to lick its wounds....
Financial planning
The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...
Financial planning
Empowerment of credit unions and building societies may prove advantageous to planners....
People & Products
Industry Funds Management chief executive Brett Himbury has boosted the company’s business development team with the appointment of Umberto Mecchi as executive dire...
Funds management
The funds management industry is preparing itself for the next market cycle, with the current mergers and acquisition activity a sign that some are tweaking their busines...
Policy & Regulation
The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...
Financial planning
Count Financial and Kingston Capital have signed up with E*Trade for wholesale broking....
Financial planning
Financial services professionals have endorsed the Financial Services Institute of Australia’s (Finsia's) new work-based Financial Services Professional (FSP) crede...
Financial planning
The Australian Bankers’ Association (ABA) has called on the Government to address the barriers to financial advice as part of its submission to the committee inquir...
Financial planning
AMP chief Craig Dunn has underscored the importance of financial planners in his company’s $14 billion acquisition of the Australian and New Zealand operations of l...
Financial planning
HFA links with Apollo Global Management in US$75 million alliance....
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Funds management
Islamic funds manager Crescent Funds Management has been granted an AFSL, and plans to launch a Shariah-compliant Australian equities fund in the first quarter of 2011....
Financial planning
Questions have been asked about why the Australian Law Reform Commission didn’t have carriage of the Future of Financial Advice reforms....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....