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Financial planning
Research house Morningstar will expose what a fund really owns at stock level, rather than what the fund’s name or style label suggests with the release, at the end of th...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has signed a deal to take up Asgard’s e-wrap to sit alongside the association’s existing Personal Choice...
Financial planning
The Australian Securities and Investment Commission (ASIC) will call for a standardised fee disclosure template for financial products and services on Tuesday when it rel...
Financial planning
Research group 5Di will be absorbed back into the Garrisons financial planning group as part of an ongoing restructure which will also result in the group rolling out a d...
Financial planning
Centrestone Wealth Advisory Group has cemented its first year’s rapid rise, launching a Melbourne office and acquiring another planning practice in Sydney, taking the bus...
Financial planning
Promina has continued the renaming of the former Royal & SunAlliance (RSA) group announcing today that the financial services division will drop the RSA moniker and be ca...
Financial planning
Norwich Union has added corporate superannuation to its Navigator platform for the first time, with a new range of funds and managers....
Financial planning
The savings industry in New Zealand is reaching out to the broader business community in an effort to provide the Government with a savings policy....
Financial planning
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
Financial planning
Morningstar will offer its proprietary Select Equity research on US stocks in the Australian market, allowing funds managers to test their in-house stock rankings and adv...
People & Products
Boutique financial planning group Centrestone Wealth Advisory has appointed ex-AMP executive Robyn Clubb as an associate adviser and to assist senior adviser Bruce Christ...
Accounting
Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...
People & Products
Software provider IWL is close to completing the integration of online broking business Sanford Securities and has formalised the role of integration consultant Geoff Rei...
Financial planning
Sydney-based dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC) in a deal that pushes the number of dealer groups signed to the service this...
Financial planning
Count Financial Limited managing director Barry Lambert has hit back at claims that Count’s recent share price rally occurred due to a bidding war between Westpac and CPH...
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...