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Financial planning
Financial services companies scaled back political donations last fiscal year, according to the latest data from the Australian Electoral Commission....
Editorial
While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...
Editorial
Large institutions view the global financial crisis-inspired period of regulatory review and change as a chance to buy distribution and platforms cheaply and to position ...
Financial planning
Control of the Australian platform market has nearly halved in the past four years to be dominated by three of the nation's big four banks, a situation that would be exac...
Financial planning
All four of the big banks saw a fall in satisfaction levels from their business banking clients in the second half of 2009, according to a business banking customer satis...
Financial planning
Speculation around a possible ANZ takeover of IOOF appears to be cooling after initial reports surfaced over the weekend....
Financial planning
The country’s top four banks, ANZ, Commonwealth, NAB and Westpac, are emerging from the global financial crisis in relatively good shape but challenges remain ahead, acco...
Financial planning
Reports out of the Netherlands suggest ING emerged better than expected from its sale of ING Australia and ING New Zealand to ANZ....
Financial planning
It’s a competitive market out there in the acquisitions space as dealer groups compete to build scale. But as JAYSON FORREST discovered, Financial Services Partners belie...
Financial planning
ANZ has decided to exit the custody business, agreeing to sell its custodian services arm in both Australia and New Zealand to J.P. Morgan....
Financial planning
One-third of global businesses will seek mergers and acquisitions over the next 12 months, as tough financing conditions are likely to remain for at least three years....
Financial planning
CoreData research has confirmed that the major banks are dominating the mortgage market, with Westpac and Commonwealth Bank holding 48.9 per cent of all outstanding resid...
Superannuation
A survey of SMSFs administered by Multiport reveals a dramatic move to Australian equities away from cash....
Financial planning
Negative year on year growth in inforce premium group risk reflects the loss of two larger group accounts....
Financial planning
The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...
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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...