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Financial planning
Melbourne-based accounting and planning group Webb Financial Services is to become part of the William Buck Financial Services national advice network, following a merger...
Financial planning
Dealer Group Australian Financial Services has confirmed it is in negotiations to acquire two small dealer groups in the wake of its failed bid to merge with Total Financ...
Financial planning
Integrated Legal Holdings' strategy to expand its core member firms into major businesses takes shape....
Life/Risk
The Insurance Council of Australia may have estimated the total insurance bill from February’s Victorian bushfires to exceed $1 billion but, thus far, the resultant...
Financial planning
Taxation expert warns planners about conflicts of interest implications if they are involved in transferring retirement funds from overseas into products that generate co...
Superannuation
MICHAEL HUTTON considers options for retiring SMSF trustees....
Financial planning
Macquarie Private Wealth has become the biggest shareholder in WHK Group, which will use $30 million of convertible notes issued to Macquarie to pay down its debt facilit...
Financial planning
Speculation is rife that Cameron Clyne’s strategy briefing this Thursday will include job cuts across the bank, but the FSU’s Rod Masson believes profitable c...
Financial planning
Advisers must use the global financial crisis as a chance to educate Australians about a healthy super balance at their retirement and encourage them to take an active in...
Financial planning
Large institutional dealer groups are putting more onerous conditions on adviser transfer agreements....
Financial planning
More than 60 'expressions of interest' received....
People & Products
Simon Rothery joins Stephen Fitzgerald in leading the company....
People & Products
Chairman Jack Ritch announces retirement....
Financial planning
Boutique planner groups say advisers must provide reasonable basis for recommending gearing amid calls for the regulator to act....
Financial planning
'Derogatory' director credit events up 33 per cent....
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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...