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Financial planning
AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...
Financial planning
The names may be different thanks to buyouts and mergers, but, as SIMON SEGAL reports, not that much has changed in this year’s Top 100....
Financial planning
Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...
Financial planning
The make up of professionals filling the rungs of the Top 100 ladder are changing. JULIE BENNETT investigates exactly who is in the financial planning mix of 2002....
Financial planning
The Australian Securities and Investment Commission (ASIC) has permanently banned a former Westpac proper authority holder from acting as an investment advisor or represe...
Financial planning
LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...
Financial planning
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
Financial planning
The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...
Financial planning
The deadline to comply with the minimum standards of Policy Statement (PS) 146 have come and gone and from all accounts the industry has done well with most planners prov...
Financial planning
The ING group has launched a new dealer group, Tandem Financial Advice, completing a year long program to consolidate and reposition its financial planning businesses....
People & Products
The managing director of Lynx Financial Services, Stuart Abley, has resigned from the ING owned dealer group in protest and joined rival IOOF Funds Management....
Financial planning
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
Financial planning
Financial planning dealer groups are using a combination of the new privacy regulations and the Financial Services Reform Act (FSRA) to stop departing financial planners ...
Financial planning
XPLAN Technology has launched a full suite of financial planning tools based entirely on the Internet, making it the second group to do so after IWL placed part of its ma...
Financial planning
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...