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Financial planning

A recent visit to China by a boutique investment manager has revealed a disconnect between official gross domestic product growth figures and the productivity of major in...

Financial planning

Alan McFarlane will be replaced by the current joint head of Walter Scott's investment management group, Jane Henderson....

Financial planning

Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...

Financial planning

Ripoll Inquiry report airs FPA Board disagreements....

Financial planning

ANZ has decided to exit the custody business, agreeing to sell its custodian services arm in both Australia and New Zealand to J.P. Morgan....

People & Products

The co-founder of ipac Securities, Peeyush Gupta, to serve three years on the Financial Planning Standards Board (FPSB) effective April 2010....

Financial planning

Greg Kirk to step down as chief of AXA-owned Genesys Wealth Advisers, to be replaced by ipac executive John Saint....

Financial planning

The passing of a Corporations Amendment Bill through the Senate will empower shareholders to reject excessive termination payments and prevent irresponsible remuneration ...

Financial planning

ASIC senior executive of strategy Malcolm Rodgers to retire on December 18....

People & Products

The former ipac chief’s appointment as an external director supports a focus on governance rather than product distribution, the group said....

Financial planning

Just months after succeeding Jeremy Duffield as the head of Vanguard Australia, Ian Alcock has announced his resignation to pursue other interests....

Financial planning

The number of financial planners placing corporate super books on the market has spiked on the back of concerns about legislative risk, while planners are also concerned ...

People & Products

Van Eyk Three Pillars has appointed PricewaterhouseCoopers as financial adviser as part of a wider strategic review....

Financial planning

Agribusiness fell 4 per cent in October, with drops across all of the Australian Agribusiness Group's Agri-index subsectors....

People & Products

Former Wilson HTM head of private wealth management Tony McCarthy has been appointed director of the newly-opened Brisbane office of Elston Partners....

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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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...

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AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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