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FINANCIAL PLANNING GROUPS
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 ...
People & Products
Tower Australia-owned risk advice dealer Pivotal Financial Services has a new head following former head of financial planning at Trust Company, Steve Murray, joining the...
Financial planning
Asteron, the financial services arm of listed insurer Promina, has restructured its Australasian senior ranks, resulting in a number of new appointments across the group....
Financial planning
Mercer Investment Consulting (Mercer IC) has added an intermediary expert to its retail team working with dealer group and master trust clients....
Financial planning
Wrap provider Praemium Portfolio Services has signed up another four groups to its service - bringing its total number of client adviser users to over 400....
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Financial planning
LARGE financial planning groups must reconsider the structure and culture of their businesses to avoid losing clients to more adaptable and individually focused smaller i...
Financial planning
Targeting ethnic markets has yielded dividends for some planners, but, as Ben Abbott writes, the days of segmenting clients by cultural background may be coming to an end...
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
Financial planning
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
Financial planning
The push by Australian groups into the budding Asian financial planning market is set to continue, with news that Ipac Securities is preparing to launch financial plannin...
Financial planning
The Australian Securities and Investment Commission’s (ASIC) examination of financial planning groups named as having produced ‘very poor’ plans in the regulator’s recent...
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Podcast
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...