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Financial planning
In a bid to further boost its national financial planning presence, Garrisons has signed a strategic partnership with West Australian dealer group, Epic Asset Management....
Financial planning
Web-based risk profiling system, ProQuest is now fully integrated with Sealcorp’s on-line adviser services portal, adviserNET following the signing of an agreement betwee...
Financial planning
Chifley Financial Services has undergone a restructure under its new owners which has resulted in the departure of the financial planning general manager Peter Dawson....
Financial planning
Nearly a quarter of advisers are unsure what action was necessary to demonstrate they complied with Policy Statement (PS) 146 according to a recent survey on adviser prep...
Financial planning
THE FINANCIAL services industry is an information mover. We gather information, place it into databases, integrate it, analyse it and communicate it. It is when we are no...
Financial planning
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
Financial planning
IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....
Financial planning
The Australian Securities and Investments Commission (ASIC) has called on planners to prepare and apply for the new financial services licence now instead of putting it o...
Financial planning
Assessment Education Services (AES) has launched an additional service to the group’s Adviser Personal Record Service, its online training and compliance solutions servic...
Financial planning
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Financial planning
The Australian Securities and Investments Commission (ASIC) has responded to calls by financial planners to recognise pre-1995 training, announcing yesterday it would acc...
Financial planning
Bridges Financial Services has made two appointments to expand its business development team....
Financial planning
AMP is considering a make-over or even a sale for its investment administration business, Cogent....
Financial planning
Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...
Accounting
Lonsdale Financial Group is looking to grow the number of accountancy practices in its framework and to launch software in the second half of this year to help automate t...
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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...