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Financial planning

Financial services company the Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate a series of acquisitions of a number of f...

People & Products

Michael Cant has left Australian Casualty & Life (AC&L) to take up the newly created position as Colonial First State Australia head of strategic planning and corporate s...

Financial planning

Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....

Financial planning

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

Financial planning

In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...

Financial planning

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

Financial planning

I read with some interest the letter that Marj Russell wrote about licensing advisers....

Financial planning

Bridgeport has picked up AM Corporation national adviser development manager Bronny Speed in an effort to bolster its financial planning division...

Financial planning

IntegraTec has been sold to an Internet hopeful for the second time this year....

Financial planning

Internet-based training provider worldschool has bought financial services training group IntegraTec from B4Bco....

Financial planning

Insurance brokers must act now to implement a compliance infrastructure to meet the demands of the ASIC policy statement 161 according to Paul Harding-Davis head of the F...

Financial planning

Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...

Financial planning

Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...

Financial planning

Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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