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FINANCIAL PLANNING
INDUSTRY NEWS
Investor Group has made the first moves in the acquisition of Stockford businesses, purchasing the Stockford Collins Street accounting and financial planning business....
INDUSTRY NEWS
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
INDUSTRY NEWS
The Financial Planning Association (FPA) has foreshadowed a greater focus on the needs of small dealer group after it announced a series of initiatives today aimed at sup...
INDUSTRY NEWS
The Commonwealth Bank group (CBA) has bought out Avanteos and is slated to roll out the platform provider’s systems across its three dealer groups in a deal struck last w...
INDUSTRY NEWS
IWL has added Boss life research to its Visiplan financial planning software as part of the full integration of Llink, the planning software of Accompli Technologies whic...
INDUSTRY NEWS
Australia’s peak industry body for the superannuation industry, the Association of Superannuation Funds of Australia (ASFA), has warned the Government that any increased ...
INDUSTRY NEWS
St George Margin Lending (SGML) can now approve applications for its margin lending products online in less than two minutes via its marketing and administrative software...
INDUSTRY NEWS
Listed financial planning company Snowball Group has formed an alliance with employee benefits provider API Leisure & Lifestyle to align its services as part of a broader...
INDUSTRY NEWS
Van Eyk Capital will roll out its annual agribusiness survey this month with the research group encouraging advisers and clients to consider the benefit of the investment...
INDUSTRY NEWS
Perpetual Investments has suffered a massive decrease in funds under management losing $1.1 billion between the end of January and the end of February this year....
INDUSTRY NEWS
The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....
INDUSTRY NEWS
If you believe the FSRA will cure the financial services industry’s ills, then Tom Collins invites you to look for the fairies at the bottom of the garden....
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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...