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Financial planning
Norwich Union claims it has the best master trusts in the Australian market, after a survey by Business Owner Research found that 17 per cent of dealer groups voted Norwi...
Financial planning
Sealcorp has become the first major institution to sign up for the ProQuest Risk Profiling system, and will rollout the service to its advisers during the next six months...
Financial planning
An open letter to: Directors of Institutional Financial Planning Groups;...
Financial planning
Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...
Financial planning
Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....
Financial planning
Integration is a win for all stakeholders...
Financial planning
Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...
Financial planning
Challenger International is set to pursue further alliances with a range of dealer groups in an attempt to fill the hole left in its distribution ambitions by the break d...
Financial planning
The National Australia Bank (NAB) is set to undertake a wide ranging investigation into the operation of its financial planning and dealer networks as part of a complete ...
Financial planning
SyRes, the company developed by a number of dealer groups involved with master trust provider Symetry, has released two further services for the back office....
Financial planning
The financial planning division of Salomon Smith Barney’s (SSB) private clients arm has signed up with Sealcorp’s dealer-to-dealer services, boosting the range of tools a...
Financial planning
Associated planners appears set to embark on a committed program of acquisitions following its purchase of a 50 per cent stake in the Queensland based <hl href="http://ww...
Financial planning
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
Financial planning
Boutiques dealer groups have staked their claim by grabbing high net worth clients as well as some of the best advisers. John Wilkinson breaks down the data and finds man...
Financial planning
While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...