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Financial planning
An association for small dealer groups has just been launched to give boutique dealer groups more clout when it comes to dealing with Government on issues such as complia...
Funds management
A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....
Financial planning
Former Financial Planning Association (FPA) chairman Ray Griffin has become the first non-American financial planner to be elected chairman of the International Certfied ...
Financial planning
Running a successful hedge fund is not a black art according to a leading US hedge fund manager. JOHN WILKINSON outlines some of the secrets to running a successful hedge...
Financial planning
The Financial Planning Association (FPA) has passed a special resolution to recognise the contribution made by non-financial planners to the association....
Financial planning
Deakin Financial Services Group has undergone a major capital raising exercise to fund its plans for an increased presence nationally....
Financial planning
The Australian Securities and Investments Commission (ASIC) has released the final report of its investigation into solicitors mortgage schemes, calling for a beefed up r...
Financial planning
Former AGC managing director John Malouf has joined financial services group Stockford as its managing director and chief executive officer....
Financial planning
New Zealand-based financial services group Tower is banking on the performance of its Australian wealth management operations in a bid to stave off a growing level of dis...
Superannuation
A joint venture between three Tasmanian financial services firms – Quadrant Superannuation, Connect Financial Planning and Perpetual Trustees Tasmania - has seen the laun...
Financial planning
The Securities Commission has recommended that the New Zealand government should make significant changes to laws governing investment advisers....
Financial planning
AustChoice Financial Services is examining its future direction after managing director Roger Gumley confirmed it had been approached by a number of groups offering to ac...
Editorial
Deakin Financial Services Group has made a massive turn around in its performance with the group recording a net profit after tax of $176,000 for the half-year ending Dec...
Rate the raters
<i>Money Management</i><i>’</i><i>s</i> Rating the Raters survey has brought to the surface a number of grievances and added a missing element in the debate on the value ...
Financial planning
Bucking the aggregation trend, eleven former Pembroke and Godfrey Pembroke financial planners have established their own planning business following their growing disillu...
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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...