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Financial planning
Ian Showman has vacated his post as managing director of Godfrey Pembroke to take up a new post within the Lend Lease group as chief executive of its new outsourcing serv...
Financial planning
A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...
Financial planning
Former Godfrey Pembroke chief executive John Godfrey is in high level discus-sions with media identity David Koch on the possibility of forming an alliance....
Financial planning
Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....
Financial planning
Like so many other independent dealer groups, Accent Investment Services evolved out of a larger Melbourne-based organisation. It obtained its own licence in 1996. Accent...
Financial planning
Sealcorp Holdings has lured technical pundit Tim Gunning away from Deutsche Bank as part of a drive to boost its paraplanning outsourcing activities....
Financial planning
Two thousand years ago when the money lenders in Israel had finished celebrating the start of a new Millennium and were considering their business plans, few of them woul...
Financial planning
The first database to include all players in the financial services industry, including advisers and dealer groups could soon become a reality....
Financial planning
This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...
Financial planning
Master trust operators may be slugged with a price hike under a recently released policy from Australian Securities and Investments Commission (ASIC). Law firm Freehill H...
Financial planning
A new training and educational advisory body has been established by the Austra-lian Securities and Investments Commission (ASIC)....
Financial planning
The Mawson Group will this year offer its advisers the chance of an equity stake in the group, according to chairman Peter Johnson....
Financial planning
There’s a big supply and demand problem in financial planning, according to one industry figure....
Accounting
Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...
Financial planning
Providing incidental financial planning advice in the course of normal accounting practice has emerged as the sleeping giant of the CLERP 6 proposals....
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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...
So we are now underwriting criminal scams?...