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Financial planning
Sealcorp’s Private Label business, the tailored master trust Sealcorp offers to large dealer groups and institutions, has had a windfall gain, adding to the full year pro...
Financial planning
Lifespan Financial Planning has boosted its presence in the wrap account market with the launch of it own service, the Omniport Wrap Service with the first $800,000 enter...
Financial planning
Competiton in the compliance and training arena has heated up with the announcement that Assessment Education Services will roll out its online compliance, assessment and...
Financial planning
SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...
Financial planning
Grove Financial Services has launched a new online wrap service targeted at non-superannuation institutional investors....
Financial planning
The Howard Government has been urged to reconsider the state of retirement savings after being returned for a third term in office at the weekend’s election....
Accounting
Permanent managing director Paul Lahiff has linked the acquisition of small accounting firm W&D Partners to its increased exposure to private clients, while hinting that ...
Accounting
Advisers must ready themselves for a wide range of issues before choosing to join with an accountancy firm, however the venture can boost both the number and quality of r...
Financial planning
The Clemenger Superannuation Plan has awarded Frank Russell’s Implemented Consulting Service a $40 million superannuation mandate, becoming the latest superannuation fund...
Financial planning
Saxby Bridge Financial Planning has had its securities dealer license stripped and one of its investment advisers banned for five years following the latest crackdown on ...
Financial planning
Financial services job prospects for the next three months are the grimmest seen for some time after the events of September 11, figures from the latest TMP Worldwide job...
Superannuation
The Federal Treasurer, Peter Costello, has ruled a future Coalition government out of raising the level of compulsory employer superannuation contributions despite mounti...
Financial planning
Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...
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
Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...
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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...