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Financial planning

Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...

Financial planning

Now that the dust has settled on ASIC’s long awaited master trust and wraps pol-icy, most in the industry are enthusiastic about its implementation....

Financial planning

Question: Do you advise on self managed superannuation funds? ...

Financial planning

There is little doubt that ASIC’s decision to remove one of the last hurdles for fully fledged electronic prospectuses is good news for fund managers....

Financial planning

Ian Showman has vacated his post as managing director of Godfrey Pembroke to take up a new post within the Lend Lease group as chief executive of its new outsourcing serv...

Financial planning

Bendigo Investment Services is looking to build from Bendigo Bank’s grass roots base in the bush to a fully-fledged financial planning group. John Wilkinson explores the ...

Financial planning

After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...

Financial planning

Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...

Financial planning

Ian Showman has vacated his post as managing director of Godfrey Pembroke to take up a new post within the Lend Lease group as chief executive of its new outsourcing serv...

Financial planning

A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...

Financial planning

Former Godfrey Pembroke chief executive John Godfrey is in high level discus-sions with media identity David Koch on the possibility of forming an alliance....

Financial planning

Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....

Financial planning

Like so many other independent dealer groups, Accent Investment Services evolved out of a larger Melbourne-based organisation. It obtained its own licence in 1996. Accent...

Financial planning

Sealcorp Holdings has lured technical pundit Tim Gunning away from Deutsche Bank as part of a drive to boost its paraplanning outsourcing activities....

Financial planning

Two thousand years ago when the money lenders in Israel had finished celebrating the start of a new Millennium and were considering their business plans, few of them woul...

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

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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 ...

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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. ...

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

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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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