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Financial planning
Standard and Poor’s (S&P) has wasted no time taking up the challenge to its competitors following its purchase of Assirt from the St George bank last week, claiming it wo...
Financial planning
The new chief of the St George bank’s financial planning network will aim to forge closer links between its 100-plus advisers and the bank’s retail banking arm....
Financial planning
The Government should use its majority in both houses of Parliament to substantially simplify Australia’s superannuation laws....
Financial planning
Standard and Poor’s has pledged to keep the majority of Assirt staff, as well as maintain the Assirt brand, after it ended month’s of speculation by agreeing to buy the r...
Financial planning
Stock research firm Fat Prophets is aiming to launch a boutique listed investment company in a move that would push the group into the realm of buying and selling shares ...
Financial planning
Rival researchers have expressed an interest in buying out Assirt Research, as its St George Bank owner refuses to pour cold water on speculation it has put the business ...
Financial planning
The Chinese wall between Deutsche Asset Management’s Paladin and Sentinel Australian listed property teams will come down next month, when the two merge....
Financial planning
Three years of uncertainty at the Deutsche Asset Management international equities division has come to a head, with Assirt placing its Global Select Fund 'on hold' follo...
Financial planning
Money Management would like to wish all readers and their families a happy and joyous Christmas and a safe and prosperous new year....
Financial planning
Money Management has been presenting the Financial Planner of the Year Award since 1987, and in 2004, received a record number of nominations from across Australia....
Financial planning
Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...
Financial planning
Tower-owned advice firm Bridges Financial Services has lost its chief executive Chris Wren following an executive make-over of the Trans-Tasman firm’s wealth management a...
Financial planning
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
The Financial Planning Association’s recent news that it was set to post a $2 million deficit, its first ever, for the 2003/2004 financial year is a curious turn of event...
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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...