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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
Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...
People & Products
THE general manager of ING’s now defunct AustAdvisers dealer group, Neil MacDonald, has left the group to join rival AMP....
Financial planning
The Financial Planning Association (FPA) has called on the Government to offer incentives and assistance to financial planners in transitioning their businesses over into...
Financial planning
ING Australia has chosen the name Tandem as the new trademark for the consolidated financial planning business it is forming with the merger of three of its existing deal...
Financial planning
The Perth office of the Bridges dealer group is tipped to be striking a deal to gain an independent operating licence, though the branch is expected to retain a relations...
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
Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...
Editorial
Challenger International has attributed a 24 per cent rise in year-on-year profits to an increase in sales of annuity and funds management products....
Financial planning
Wealthpoint’s flagship stand-alone financial planning software product, Assirt Desktop, has secured Royal & SunAlliance(R&SA) as a new institutional client....
Financial planning
Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
Financial planning
Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...
Financial planning
Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....