Fiona Moore

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Accounting

05 Feb

Lonsdale targets accountants in growth push

Lonsdale Financial Group is looking to grow the number of accountancy practices in its framework and to launch software in the second half of this year to help automate t...

Financial planning

04 Feb

ASIC calls for haste on FSR licences

ASIC has advised those applying for new licences under the new Financial Sector Reform Act (FSRA) to be prompt and use the electronic application service provided on the ...

Financial planning

31 Jan

Who wins with pre-packaged investment advice?

There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...

Financial planning

31 Jan

Retail push takes off overseas

The retailisation trend does not appear to be a local phenomenon, generated by our market conditions but rather is also evident in international markets....

Financial planning

31 Jan

Asgard scouts for corporate planners

Asgard is seeking to access and support up to 15 dealer groups with at least $20 million under administration who are interested in entering the corporate superannuation ...

Financial planning

31 Jan

Planners asked to aid terrorism fight

The financial planning industry has been called on to play its part in the international fight against terrorism....

Financial planning

31 Jan

Collins House expands adviser numbers

Collins House Financial Services (CHFS) has recruited two ex-JP Morgan staff as part of its three-stage business development strategy to be implemented over the next thre...

Financial planning

31 Jan

The new frontiers in financial services

The term retail means less now than what it did five years ago....

Financial planning

29 Jan

Challenger launches new distribution model

Following the signing of a distribution alliance agreement between Challenger International and Credit Suisse First Boston (CSFB) late last year, Challenger International...

Financial planning

23 Jan

Local share managers lead world

Australian shares managers have run rings around their overseas counterparts, returning on average 11.5 per cent over the calendar year compared to a negative 9.3 per cen...