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Financial planning
Coin Software has dealt another blow to its competitors in the highly competitive adviser software market after striking a deal with Goldman Sachs JBWere Private Clients ...
Financial planning
The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...
Financial planning
The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...
Financial planning
Perth-based dealer firm Western Pacific Financial Group will become almost exclusively owned by its collective of financial advisers after divesting two group holdings to...
Financial planning
The financial planning arm of the Commonwealth Bank of Australia was one of the outstanding performers in this week’s bumper profit announcement, with a 54 per cent jump ...
Funds management
The Commonwealth Bank of Australia, boosted by an outperforming funds management division and solid growth in home loans and other personal and business lending, has post...
Financial planning
Perpetual Trustees has appointed a new head for its $5.5 billion Private Clients business....
Financial planning
The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...
Financial planning
Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....
Financial planning
Colonial First State will reduce the fees on the First Choice investment platform and introduce 12 further investment options including a boutique multi-manager option fr...
Financial planning
Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...
Financial planning
The Commonwealth Bank of Australia claims to now have a full spectrum of advice offerings with the “soft launch” of its new dealer initiative to go ahead once a licence f...
Financial planning
Socially Responsible Investment (SRI) in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....
Financial planning
Aviva-owned platform provider Navigator has added direct shares to its investment platform in an attempt to tap into the increasing popularity of direct investing amongst...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...