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Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
People & Products
Colonial First State (CFS) chief executive John Pearce became the latest addition to the Investment and Financial Services Association (IFSA) board of directors after bei...
Financial planning
AMP confirmed today that it has received preliminary proposals from other financial groups regarding a possible acquisition, chairman Peter Wilcox told investors at the g...
Editorial
National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...
Financial planning
IWL’s holding in Sanford Securities has increased to 85 per cent following the recent recommendation by the latter’s independent board of directors for all remaining shar...
People & Products
Sanford Securities has appointed two top IWL staffers to its board of directors following the success of IWL’s pursuit for a majority stake in the broking group....
Financial planning
Sanford Securities’ board of independent directors is recommending all remaining shareholders accept IWL’s offer to buy their stake in the company a week before the latte...
Financial planning
Sanford Securities appears to have lost its battle to stave off attempts by IWL in taking a majority stake in the group after the latter’s stated its holding had risen to...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
Financial planning
AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...
Financial planning
Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...
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MARKET INSIGHTS
Podcast
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...