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Financial planning
Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....
Financial planning
When we last left our favourite lemming, newly annointed dealer principal Nick Bruining, being atacked by a group of brochure delivery men (BDMs). In this exciting instal...
Policy & Regulation
Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...
Accounting
AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....
Financial planning
We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing financial planning, investment and risk advice. In...
Financial planning
<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...
Financial planning
"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are reluctant to utilise the services of paraplanners....
Financial planning
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...
Financial planning
Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....
People & Products
Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....
Financial planning
Salomon Smith Barney is poised to enhance its service to its finan-cial planning customers when it launches into cyberspace later this year, using a product called the Te...
Financial planning
Financial software group DST International has announced an agreement to service the front, middle and back office requirements of Mercan-tile Mutual Investment Managemen...
Financial planning
1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...
Financial planning
While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least th...
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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...