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Financial planning
Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...
Financial planning
ING-owned dealer group Tandem Financial Advice has announced that its advisers will soon have access to the Inspector Compliance online management system and associated T...
Financial planning
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
Life/Risk
A group of financial planners in Mexico are completing life insurance sales within 15 minutes of a client walking through their door, according to CommInsure business gro...
People & Products
ING Australia has announced the appointment of Greg Dunger as general manager of RetireInvest, following the resignation of George Haramis earlier this year....
Financial planning
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
Superannuation
Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...
Financial planning
Australian Financial Services is now standing on its own two feet as an independent dealer group, following its 39.7 per cent shareholding buy-back from Zurich Financial ...
Financial planning
Australian Securities and Investments Commission (ASIC) chairman Jeffrey Lucy has defended the regulator’s enforcement of financial services laws after its shadow shoppin...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
Research house Plan for Life has announced the launch of a new online life insurance quotation service, which will be made available to dealer groups and risk advisers....
Financial planning
MLC has launched a new version of its MasterKey platform that contains no commissions, aimed at supporting advisers who conduct the majority of their business on a fee-fo...
Financial planning
The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...
Financial planning
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...