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Financial planning
Global Banking and Securities Transactions (GBST) has launched a low cost platform called Front Office and is offering it to adviserd with pricing set at $100....
Financial planning
AMP has reshuffled its senior management team following the departure of chief financial officer Marc de Cure, who leaves the company in a few months after a brief transi...
Financial planning
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Financial planning
OFM Investment Group has reported higher than expected year-end net profits, which were 9.2 per cent higher than forecast when the group listed on the Australian Stock Ex...
Financial planning
Michael Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....
Financial planning
THE Australian Securities and Investments Commission (ASIC) has not ruled out the possibility of the combined National Australia/MLC group being required to pay further c...
Editorial
MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...
Financial planning
THE uptake of individual managed accounts (IMAs) in Australia will be wholly dependent on whether clients think they are a good investment vehicle, according to Avanteos ...
Financial planning
Growing a business by 40 per cent per annum over the past four years is by anybody’s measure, an impressive result. It is a result that Bill O’Sullivan, chief executive o...
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Financial planning
Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...
Financial planning
Melbourne-based Crewe Consulting has launched an expansion program and re-branded the dealer group to Certainty Financial....
Financial planning
The wealth management group formed by Westpac’s acquisition of Rothshild Australia Asset Management (RAAM) will be known as Sagitta Wealth Management Limited....
Financial planning
ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...
Funds management
WHILE many planners shy away from estate planning, Tynan MacKenzie believes it should not be overlooked, but rather integrated into ongoing business processes....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...