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Financial planning
The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....
Financial planning
The Commonwealth Bank of Australia has snared former MLC strategist - Marc Herrmannsen - to head-up its ongoing group-wide advice project and assist in formulating a new ...
Financial planning
As more dealer groups board the fee-for-advice bandwagon, back-office providers must decide whether to revamp remuneration management systems to accommodate more complex ...
Financial planning
IWL has successfully renegotiated its ongoing Visiplan software contracts with two dealer groups - Associated Planners Financial Services (APFS) and Lonsdale Financial Gr...
Financial planning
Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...
Financial planning
Two senior executives at Financial Wisdom, national manager Brian Dau and Victorian state manager, Theo Christopoulof have broken ranks to establish their own boutique de...
Financial planning
While the ACA/ASIC Quality of Advice survey may have come as no surprise to the FPA, the planning industry is still reeling from the fallout, as JULIE BENNETT reports....
Financial planning
Work undertaken in recent years is paying off for Commonwealth Financial Planning, says executive general manager Brett Himbury, with the bank-based group topping this ye...
Financial planning
IWL has struck a deal to fully acquire the equities settlement firm Australian Clearing Services following the technology group’s 100 per cent purchase of the latter’s pa...
Financial planning
IWL will roll out its latest VisiPlan offering - version six - over the next few weeks following significant enhancements in terms of straight through processing capabili...
People & Products
Westpac financial planning head, Scott Walters departed from the group on Friday after less than a year in the role, with his responsibilities passing in the interim to B...
Financial planning
The Commonwealth Bank has enacted a series of changes within the Financial Wisdom dealer group including the waiving of new license fees, expanded recommended list and th...
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Top 100
While the push towards fees continues, the reality is that planners still rely heavily on commission-based advice. Freya Purnell reports....
Financial planning
The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...
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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?...