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Financial planning
Assirt Research has named Kathleen Cave as its new head of ratings filling the position left empty since the departure of John Parrish in July last year....
Financial planning
Deakin Financial Services Group has opened a new sales and administration office in Brisbane as part of its strategy to provide local, visible and accessible support for ...
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
Financial planning
The proposed meeting between a number of small dealer groups in Sydney next month has been postponed after concerns regarding the direction and nature of a proposed natio...
Financial planning
The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....
Financial planning
Perpetual Investments has promoted a number of its equities analysts to senior roles as part of an increase in their money management responsibilities. ....
Financial planning
Rob Prugue has resigned from his position as director and head of asset consulting with van Eyk Research to take on the role of senior executive with Lazard Asset Managem...
Financial planning
BRIDGES Personal Investment Services has signalled that it will be pursuing a major growth strategy over the next 18 months, aiming to build its planner numbers to 200, w...
People & Products
Schroder Investment Management Australia has appointed Adrian Whittingham to the role of business development manager (BDM)....
Financial planning
The Wilson HTM group is set to stay on the acquisition trail it started with the purchase of BNP Paribas’ Australian asset management business, confirming it is currently...
Financial planning
LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...
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 ...
Financial planning
The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...
Financial planning
Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....
Financial planning
Job advertisements ask for all the same criteria – loads of planning experience, DFP or CFP qualifications and good communication skills. But what skills and talents are ...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...