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Financial planning
Sovereign has backtracked on its plans to give one of its advisers $1 million next year as a reward for writing business. The turnaround comes as the Commonwealth Bank's ...
Financial planning
Australia’s funds management industry is shrinking, with the total assets under management dropping by almost 6 per cent since June 30, according to the latest Assirt rep...
Financial planning
While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....
Financial planning
AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...
Financial planning
The two people who foundered Sovereign Assurance in 1981, Ian Hendry and Chris Coon, have both announced their retirements from the company. Both men plan to leave at the...
Financial planning
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
Financial planning
The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...
Financial planning
Ipac is to unveil a program of equity options to financial planning firms this week in an effort to become Australia’s “national, pre-eminent advice and implementation gr...
Financial planning
Australian investors will sink more than $2.8 trillion into managed funds by 2012, according to Commonwealth Bank currency strategist Michael Workman....
Financial planning
The Commonwealth Bank has sold its 50 per cent stake in Ipac Securities to a combination of Ipac directors and UBS Capital....
Financial planning
Globalisation of the Australian financial services industry could take up to 10 years, says McKinsey and Company managing partner John Stuckey....
Financial planning
It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....
Financial planning
A major shakeup of the Commonwealth Bank group in New Zealand sees Sovereign taking over the marketing of Colonial First State Investment's (CFSI) retail funds, with the ...
Financial planning
The Commonwealth Bank will wrap up the integration of the Colonial State Bank planners in two weeks, combining the two planning forces into one with a total planning forc...
Financial planning
The focus on corporate superannuation is long running and is centred mainly on the complexities involved with branching into it. But as Nicole Szollos discovers it is now...
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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...