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Financial planning
BACK-office service provider Integratec has announced plans to add an integrated communications services division, Integratec Initiative, to its list of offerings for adv...
Financial planning
WHILE Associated Planners’ Solar product remains the only risk master trust product currently in the market, the news last month that Professional Investment Services (PI...
Financial planning
AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....
Financial planning
Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....
Financial planning
READERS of Money Management will have seen stories about financial planning dealer groups that have talked up their future growth plans. These are usually based on the gr...
Life/Risk
Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...
Financial planning
THE FUNDS management joint venture between ING and the ANZ Bank, known as ING Australia, is preparing to launch a new master trust platform....
Financial planning
AUSTOCK Brokers has taken a strategic stake in Stockford and is seeking seats on the board less than two weeks after the departure of St George from the troubled consolid...
Financial planning
THE RECENTLY launched Boutique Financial Planning Principal Group (BFPPG) has almost doubled its membership in its first month of existence since launching at the end of ...
Financial planning
Norwich Union will decide by the end of July which of four asset consultants will manage the pre-mix investment option of its Super Solutions product....
Financial planning
PROFESSIONAL indemnity insurance premiums have risen dramatically in the financial advisory marketplace, resulting in more costly advice and administration fees for consu...
Financial planning
Tower Financial Services will merge the distribution arms of its life investments and trustee (portfolio management) operations into one group from today....
Financial planning
AXA has joined the fray to win dealer groups’ back office business with the launch of Jigsaw Support Services....
Financial planning
One of Australia’s largest independent dealer groups, Count Financial, has renewed its qualitative research agreement with van Eyk Research for a further three years....
Financial planning
Two ex-employees of major research houses, Angela Ashton and Amanda Crowley, have set up their own independent research group, Investment Research Solutions (IRS)....
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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....