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Financial planning
Centrestone Wealth Management has pushed on with its plans to purchase other planning practices with its first external acquisition, ProVision Financial....
Financial planning
Tower Limited has concluded a $30 million capital restructure to exceed solvency requirements imposed by the Australian Prudential and Regulatory Authority (APRA)....
Financial planning
Listed financial services group Hartleys has reached an agreement with a management buyout committee today to transfer the group’s Perth-based wealth management staff and...
Financial planning
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
Superannuation
The December 2002 quarterly Retirement Income Stream Report released by Investment and Financial Services Association (IFSA) has shown a fall in total retirement income s...
Financial planning
The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...
Financial planning
Investment administrator Ausmaq together with business partners Accenture, Microsoft Financial Services, Intel and Web Central yesterday launched mainhub, an electronic h...
Financial planning
Challenger Internationalacting chief executive Chris Cuffe has moved to quickly unveil his new senior management team after yesterday’s announcement the group will merge ...
Financial planning
Sanford Securities appears to have lost its battle to stave off attempts by IWL in taking a majority stake in the group after the latter’s stated its holding had risen to...
Financial planning
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
Financial planning
Melbourne-based fund manager Equity Trustees (EQT) has acquired the $110 million Wealthpac Access Master Trust, which has 7,600 members and is comprised of employer super...
Financial planning
The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....
Financial planning
The proposed meeting between a number of small dealer groups in Sydney next month has been postponed after concerns regarding the direction and nature of a proposed natio...
Financial planning
Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...
Financial planning
Portfolio management service provider Symetry will stop using AXA’s Assure master trust for its back office administration and bring the work inhouse using a technology s...
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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...