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Financial planning
Financial Wisdom’s initiative to provide clients with discounts on health, lifestyle and retail services has already made its mark, with one adviser citing 150 new hits t...
Financial planning
Commonwealth Financial Planning has implemented an internal staff development program that offers Commonwealth Bank employees a career path that will see them become fina...
Funds management
Financial Wisdom has entered into a strategic partnership with Alliance Property Finance to give the clients of real estate group Hocking Stuart access to its financial a...
Financial planning
Commonwealth Financial Planning has implemented a change in the advice model offered to its network of planners, with a view to providing a more specialised service for a...
Financial planning
Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...
Financial planning
An authorised representative has been permanently banned from providing financial services for the ‘kite-flying’ of cheques....
Editorial
A 23 per cent growth in funds under administration to $152 billion helped Commonwealth Bank post a record annual net profit to a shade under $4 billion in 2005-06....
Financial planning
A Plan for Life inflows survey has produced tangible evidence of the success of Avanteos’ strategic alliance with Goldman Sachs JBWere to provide administration services ...
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
Wealth manager Bravura Solutions is seeking to raise approximately $40 million through an ASX public listing, primarily to fund product development, future acquisitions a...
Financial planning
Five out of six Australians have inadequate insurance cover to guard against the loss of their income in the event of illness or injury, according to a survey conducted b...
Financial planning
Count Financial has given its planners the green light to recommend reverse mortgage products and has also singed a deal with Commsec to offer direct equities....
Superannuation
In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...
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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...