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AUSTRALIAN FINANCIAL SERVICES
Financial planning
Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust....
Financial planning
PRIVATE Equity firm Pacific Equity Partners (PEP) has made its first move into retail financial services after investing in wrap account and master trust group Oasis Asse...
Financial planning
Private Equity firm Pacific Equity Partners (PEP) has made its first move into retail financial services after investing in wrap account and master trust group Oasis Asse...
Financial planning
Anyone who watches the telecasts of the Mercantile Mutual Cup cricket matches would have noticed that the shots of the batsmen now have a lion in the background. ...
Financial planning
Skandia doesn’t do manufacturing and it doesn’t do retailing. Stuart Engel discovers exactly what it is the Swedish based financial services giant intends to do in Austra...
Financial planning
A new law signed in the US is about to make electronic signatures as legally binding as their ink counterparts. Stephen Langsford discusses the repercussions of this hist...
Financial planning
Alan Cameron probably has the most unenviable job in the Australian financial services industry....
Financial planning
The financial services industry is expecting healthy profit growth this year, according to the Investment and Financial Services Association’s (IFSA) annual survey....
Financial planning
Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....
People & Products
Very few of Colonial’s senior management have survived the post-merger shake-out by Commonwealth Bank....
Financial planning
Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....
Financial planning
AXA is to revamp its distribution arm with the aim of attracting more independent advisers back to using the company’s products....
Financial planning
Correction In our article of 25 May by Jason Spits headed “Hammer falls on Wattle Scheme”, we reported that James Gerard Callahan was an authorised representative of Fina...
Financial planning
The FPA has vowed to fight CLERP 6 proposals which allow accountants who are members of professional bodies to operate outside the licencing scheme....
Financial planning
Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....
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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...