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FINANCIAL PLANNING
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
The Financial Planning Association has filled another of its senior executive roles vacated this year with the appointment of Commonwealth Bank of Australia’s John Anning...
Financial planning
Ipac Securities remains on the acquisition trail after yesterday reaffirming its continuing efforts to become a national business and could announce a series of developme...
Financial planning
The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...
Financial planning
Melbourne-based financial services group Australian Unity is throwing its weight behind expanding its three year old financial planning arm with plans to increase its adv...
Financial planning
The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....
Financial planning
Freya Purnell looks at the effect of different advice offerings on the bottom line....
Financial planning
Over the past three years, more and more advisers have said they are becoming ‘lifestyle’ focused with their financial planning business and we have heard buzz words such...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
People & Products
BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...
Financial planning
Listed financial group Snowball will integrate Xplan software into its financial planning subsidiary CIS Financial Services, ahead of an anticipated influx of business ge...
Financial planning
Barclays Global Investors Australia has moved swiftly by appointing internal staffer Tim Bradbury to replace its adviser services director Michael Ohlsson, who resigned l...
Financial planning
Research and ratings house Standard and Poor’s is continuing its push into the retail market after striking a deal with financial planning software firm Xplan Technologie...
Financial planning
Investor Group has announced its share issue plans as part consideration for two accounting practices it agreed in principle to acquire in February this year....
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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’...
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...