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FINANCIAL PLANNING

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

Melbourne-based accountant and planning aggregator, Investor Group, has picked up another business of the Stockford group after announcing yesterday it had acquired the l...

INDUSTRY NEWS

The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...

INDUSTRY NEWS

The Commonwealth Bank group has purchased Avanteos and will roll out the platform provider’s systems across its three dealer groups in a deal struck last week....

INDUSTRY NEWS

Warrants may be suitable for a variety of investors – from high income earners to non-residents and long-term investors. Nathalie Bouquet considers the benefits....

INDUSTRY NEWS

The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....

INDUSTRY NEWS

The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....

INDUSTRY NEWS

Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...

INDUSTRY NEWS

The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...

INDUSTRY NEWS

Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...

INDUSTRY NEWS

Financial planning software provider IWL has extended its takeover offer for online broking group Sanford by two weeks after a muted response from Sanford’s shareholders....

INDUSTRY NEWS

Financial services training and education provider Tribeca will declare its first ever dividend to shareholders, after what it describes as strong financial and operation...

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