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AXA
Financial planning
The AXA group has warned of massive upheaval in the financial planning sector as almost half of all planning practice owners look to exit the industry within the next fiv...
People & Products
AXA has moved quickly to appoint Paul Williams as its new national manager of Charter Financial Planning and Jigsaw Support Services....
Funds management
A strong wealth management performance in Australia and New Zealand helped lift AXA’s net profit for the half-year to June 30 by 36 per cent to $246 million....
Funds management
A chart-topping run in international markets and a stellar result in Australia has propelled Alliance Bernstein to a stunning victory in the 2005 Money Management Fund Ma...
Funds management
The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...
People & Products
AXA Australia has appointed the former boss of one of its advice businesses, ipac Securities chief executive Peeyush Gupta, to the new role of general manager advice....
Financial planning
AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....
Life/Risk
Australians are underinsured to the staggering tune of almost $500,000, a new report has found....
Financial planning
Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....
Life/Risk
Over the past six months, life companies have expanded their existing product range to include stand-alone total and permanent disability (TPD) benefits and superannuatio...
Financial planning
Guardian Financial Planning has hired Tim McCallum as its Western Australian advice network manager in place of John Maskew, who left the role to join Tandem Financial Ad...
Financial planning
Charter Financial Planning’s growth in advisers is partly due to the success of keeping its existing advisers, says former national manager Bruce Birchall. “Our retention...
Financial planning
Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....
Financial planning
Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...
Financial planning
AXA Australia will pay an extra $10 million to members of its staff superannuation fund, after complaints from employees lead to an investigation by both the Australian S...
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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...