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Financial planning
Investment administrator Ausmaq together with business partners Accenture, Microsoft Financial Services, Intel and Web Central yesterday launched mainhub, an electronic h...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
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
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
Financial planning
The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
Financial planning
National Wealth Management will export its Australian capabilities in adviser service platforms to the UK, launching a new platform product to spur expansion in the marke...
Financial planning
The only part of the BT Funds Management (BTFM) group not to merge with Westpac, the direct and listed property groups, are set to re-establish themselves in the retail m...
Financial planning
Macquarie Funds Management and van Eyk Research have partnered to launch a range of pre-blended multi-manager investments called the van Eyk Blueprint Series of Funds....
Financial planning
Risk company Aon and financial services group iPac will launch a joint venture dealer group, Aon Wealth Management, which will also make use of the ipac platforms....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...
Financial planning
Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
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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...