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Financial planning
Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...
People & Products
Paul Resnik Consulting Group (PCRG) and Abacus Leading Solutions have launched a joint venture in recruitment for the wealth management area of the financial services ind...
Financial planning
Financial services group Tower Trust is preparing to open three new offices and more than double its business development team in a bullish move designed to boost its nat...
Financial planning
Assirt Research has placed ING Investment Management’s small caps product on hold following the departure last week of ING’s two key small cap specialists....
Financial planning
While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...
Financial planning
Royal and SunAlliance Financial Services (RSAFS) will add a further dealer group to its distribution capabilities with the launch of its newest group, Guardian Financial ...
Financial planning
While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...
Financial planning
Professional Investment Services (PIS) accounting arm Professional Accounting Limited (PAL) has cancelled a planned acquisition and expansion after failing to secure adeq...
Financial planning
Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...
Editorial
The September quarter result for financial services group HP JDV has been dragged down by its wealth management division, with the group recording a before tax loss of $4...
Financial planning
Professional Investment Services (PIS) has signed 200 financial planners and life brokers in the past 12 months from more than 15 dealer groups Australia, with expansion ...
Funds management
Boutique planning group Tynan Mackenzie has experience a growth spurt in recent months with new staff, offices and services. Jason Spits looks at what is driving this gro...
Financial planning
Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...
Financial planning
Independent Queensland based Legalsure Investments are pursuing an active recruitment drive and looking to strengthen its national presence....
Financial planning
Three of WM Mercer’s biggest hitters will leave the group and set up operations under the Hillross banner....
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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...