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Financial planning
All Standard & Poor's ASX indices will move to a ‘free float’ model from October 1 this year to reduce portfolio turnover and increase portfolio stability, it was confirm...
Financial planning
St George margin lending has developed a security driven Web site to help make financial planners margin lending experts and to develop their businesses....
Financial planning
AustChoice Financial Services is examining its future direction after managing director Roger Gumley confirmed it had been approached by a number of groups offering to ac...
Financial planning
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Rate the raters
<i>Money Management</i><i>’</i><i>s </i>‘Rating the Raters’ survey was carried out in conjunction with Tom Collins from the Tom Collins Consultancy....
Financial planning
Compared to their UK counterparts, local planners have set themselves up for a brighter future and have responded well to change, according to GERARD DOHERTY and MICHAEL ...
Financial planning
The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...
Financial planning
Macquarie Financial Services is in the middle of an extensive overhaul of its stock broking business that will see the group provide a full service broking division by la...
Financial planning
The Australian Securities and Investments Commission (ASIC) has responded to calls by financial planners to recognise pre-1995 training, announcing yesterday it would acc...
Financial planning
<caps>As the</caps> deadline for the long heralded new Financial Services Reform (FSR) gets closer, much activity is taking place....
Financial planning
CPA Australia will host its annual planning conference next week in Sydney. At that time, key note speaker Bob Veres will argue that planning has to evolve alongside the ...
Financial planning
Bridges Financial Services has made two appointments to expand its business development team....
Financial planning
MLC plans to bring together its two investment platforms, MasterKey and Flexiplan, in a bid to enhance the product offering of both product in the areas of client service...
Financial planning
Financial services company Snowball Group has entered a deal to acquire financial planning and accountancy group Investment Taxation Specialists (ITS), a move which will ...
Financial planning
Financial planners are unhappy with the service they receive from financial service providers, notably in areas of staff helpfulness and underwriting new business, a rece...
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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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...