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FINANCIAL PLANNING
Life/Risk
Life/risk advisers are craving detail on their new remuneration regime with the three-year claw-back the most problematic issue....
Financial planning
Hobart-based firm Main Street Financial Solutions has left IOOF-owned Lonsdale to join privately owned Fitzpatricks Private Wealth....
Financial planning
Centric Wealth will become the headline brand for Financial Index Wealth Accountants practices alongside Crowe Horwath as the group announces another acquisition and posi...
Financial planning
Griffith Business School joins the FPA to publish a financial planning academic journal, which will come out twice a year....
Financial planning
The Commonwealth Bank has upped the ante on its annuities strategy by moving to offer them via its platforms, FirstChoice and FirstWrap....
Financial planning
Australians seemed to follow a “she’ll be right mate” attitude with regard to their financial health, according to the AFA....
Financial planning
Banking consumer satisfaction levels have hit a 20-year high, with the Commonwealth Bank of Australia number one among the Big Four institutions....
Financial planning
Wilson Investment Group has sold its securities business to Wilson HTM, Craigs Investment Partners and Deutsche Bank after two years of flagging earnings....
Financial planning
Listed financial services group Spring FG will launch an online wealth management and advice service but has stated it will not be ‘robo-advice’....
Financial planning
Banned Queensland-based planning principal, Bradley Thomas Sherwin, will face 34 charges relating to fraud following an ASIC investigation....
Financial planning
Australian Unity has entered into an agreement to acquire Flinders Australia as a solution for their estate planning and trustee-type services....
Financial planning
The Government has sanctioned the industry’s life/risk position which entails a three-year transition to a hybrid model based on a 60 per cent upfront commission....
Life/Risk
Australian Unity will move to either hybrid or level commissions on life/risk from 1 July....
People & Products
Hood Sweeney appoints Chris Stewart as managing director following the departure of Matthew Rowe to the US....
People & Products
GBST enters into alliance with British-based business technology provider BPO focused Xchanging....
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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...