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Financial planning
With insufficient financial advisers to meet increasing demand, salaries are skyrocketing, with senior planners at the lower end of the scale taking home packages of as m...
Life/Risk
St George-owned financial planning dealer group Securitor plans to add a new insurance asset class to its AdviserNetgain practice management tool in an attempt to bridge ...
Financial planning
Independent charitable organisation the Sydney Community Foundation has enlisted the help of a United States philanthropy guru to kick off a series of workshops for advis...
Financial planning
The St George owned financial planning dealer group Securitor has announced a change in its senior management structure, with Neil Younger taking over from Sean West as t...
Funds management
New research by consultant Inalytics has found that, contrary to conventional wisdom, most fund managers cull their overperforming stocks and hold on to their underperfor...
Financial planning
Less than two months after receiving a negative shadow shopping review, mortgage brokers have fought back with a solid performance in the latest mystery shop commissioned...
Financial planning
WB Financial Management claims to have become the first independently owned dealer group in Australia to achieve an international standard quality assurance certificate t...
Financial planning
MFS has announced it will acquire Colin Strang Financial Planning, a boutique advisory firm based in New Zealand’s South Island city of Dunedin....
Financial planning
Big Western Australian public sector superannuation fund GESB has introduced a financial planning service for its members, to be headed by former Mercer Human Resources C...
Financial planning
IOOF Holdings has appointed former OAMPS chief executive Tony Robinson as its new chief executive officer....
Financial planning
An additional five financial planning practices are set to join Magnitude Financial Planning, the dealer group owned by BT Financial Group, in a move that will boost its ...
Financial planning
The FSP Portfolio Services platform, Portfolio Services Wrap, has passed the $1 billion mark in funds under administration 18 months earlier than its management had forec...
Funds management
After hearing one too many complaints from advisers and investors that its name was too hard to pronounce, fund manager SAITeysMcMahon has decided to re-brand, and will n...
Financial planning
Investment and financial services group MFS plans to expand its existing New Zealand operations with the purchase of Swain Investment Services, its second New Zealand-bas...
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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...