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Financial planning
The Financial Planning Association (FPA) is approaching state Government’s throughout Australia with a string of proposals in an attempt to find a legislative solution to...
Financial planning
AXA Asia Pacific chief finance officer Matthew Slatter has headed for greener pastures and landed the position of chief executive officer and managing director with Tabco...
Financial planning
Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...
Financial planning
AXA is looking for organic growth in its operations and will only use acquisitions if there is perceived value, says chief executive officer Henri de Castries....
Financial planning
Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...
Financial planning
The Financial Planning Association (FPA) has recommended the early release of superannuation savings as a measure to encourage Australians to save for their retirement....
Financial planning
Sealcorp’s director of investments and insurance, Caroline Saunders, has landed the job looking after Assirt’s funds research business in addition to her responsibilities...
Financial planning
Sealcorp chief executive Ian Knox has called for a comprehensive review of “soft dollar revenues” across the financial services industry....
Financial planning
Australia’s largest independently owned dealer group, Professional Investment Services (PIS), has restructured its management team which will see the further integration ...
Financial planning
Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...
Financial planning
After just four months in the job, Assirt’s head of research John Parrish has resigned, unsure whether he will stay in the research industry....
Financial planning
Skandia will expand its operations into China after signing a joint venture with a Chinese company to start a joint benture life assurance company in China....
Editorial
The AMP group has announced that it is expecting to face greater than anticipated losses in its investment income as a result of the continuing downturn on global equity ...
Financial planning
Tower Financial Services will merge the distribution arms of its life investments and trustee (portfolio management) operations into one group from today....
Financial planning
Australian Unity acting managing director Murray Campbell has confirmed a new group managing director is due to be appointed in the next few days, following on from the a...
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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...