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Financial planning
Management software specialist IQMS believes it has released the first attempt by a software provider to tackle the complete compliance burden associated with the Financi...
Financial planning
Corporate super and financial planning outfit Crewe Consulting has acquired Consolidated Planning in a move to raise its corporate superannuation profile....
Financial planning
The Financial Services Reform Bill currently before parliament sets out to provide a consistent and comprehensive regulatory framework for our industry. Tom Collins recko...
Editorial
By Damien Hatfield The article ‘Hedge funds fail the asset class test’ in Money Management (24 May 2001) is a particularly timely discussion of a number of important issu...
Financial planning
Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....
Funds management
Colonial First State Australia has expanded in to the domestic private equity sector with the roll out of a Diversified Private Equity Fund....
Financial planning
In the year of the tech-wreck in global equity markets, declining interest rates and a slowing global economy, those fund managers who stuck to investment fundamentals ha...
Financial planning
The series of changes in financial services and insurances has resulted in cost increases which may be passed on to clients. Doug Scriven examines how those writing risk ...
Financial planning
The Commonwealth Bank Group has launched a product aimed at snaring small to medium businesses seeking financial advice....
Financial planning
BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....
Financial planning
Macquarie Funds Management has revamped its investment process in response to its flailing Australian equities performance....
Financial planning
Dresdner has increased its presence in the burgeoning Chinese investment market with the signing of a co-operation agreement with a Chinese financial services group....
Financial planning
Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....
Financial planning
Assirt has signed its first deal since it was folded into the Wealthpoint group by announcing an alliance with doctrieve Corporation. Under the terms of the deal, Assirt...
Financial planning
When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....