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Financial planning
While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....
Financial planning
AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...
Financial planning
The two people who foundered Sovereign Assurance in 1981, Ian Hendry and Chris Coon, have both announced their retirements from the company. Both men plan to leave at the...
Financial planning
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
Financial planning
The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...
Financial planning
Ipac is to unveil a program of equity options to financial planning firms this week in an effort to become Australia’s “national, pre-eminent advice and implementation gr...
Financial planning
Australian investors will sink more than $2.8 trillion into managed funds by 2012, according to Commonwealth Bank currency strategist Michael Workman....
Financial planning
The Commonwealth Bank has sold its 50 per cent stake in Ipac Securities to a combination of Ipac directors and UBS Capital....
Financial planning
Globalisation of the Australian financial services industry could take up to 10 years, says McKinsey and Company managing partner John Stuckey....
Financial planning
It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....
Financial planning
A major shakeup of the Commonwealth Bank group in New Zealand sees Sovereign taking over the marketing of Colonial First State Investment's (CFSI) retail funds, with the ...
Financial planning
The Commonwealth Bank will wrap up the integration of the Colonial State Bank planners in two weeks, combining the two planning forces into one with a total planning forc...
Financial planning
The focus on corporate superannuation is long running and is centred mainly on the complexities involved with branching into it. But as Nicole Szollos discovers it is now...
Financial planning
Commonwealth Investment Management (CIM) has indicated it will continue to create investment products and develop distribution despite a trend by a number of its competit...
Financial planning
UK-based Prudential has set the consolidation ball rolling in 2001 with the year’s biggest acquisition to date, snapping up US-based American General Corporation for abou...
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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...