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Superannuation
Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...
Financial planning
Investor Group will aim to roll out its risk insurance, finance broking and superannuation advice service offerings to clients of Sydney-based Greenwood BKT after today a...
Financial planning
Wollongong-based Total Financial Solutions Australia has picked up the advisers and client base of Brisbane-based Silvalake Financial Services after the latter was placed...
People & Products
Vertex Capital Management has appointed Charles Macek to its Board as a non-executive director....
Financial planning
Associated Planners Financial Services (APFS) has dropped AXA life insurance from its list of recommended insurers after the two groups failed to reach an understanding o...
Financial planning
Insurance Australia Group (IAG) has exited the financial planning arena, selling its Clearview business to MBF Australia for around $220 million plus an additional earn-o...
Financial planning
We are a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Unde...
Financial planning
IWL has moved to expand its financial advisory software to include a risk insurance tool following the appointment of former Investment Data Technologies (IDT) specialist...
Financial planning
Peter Leggett lives a charmed life. The Melbourne planner was just metres away when the World Trade Center came down and in Bali the day terrorists bombed the Sari Club....
Financial planning
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
Financial planning
The Financial Planning Association (FPA) has moved a step closer to setting up its own in-house professional indemnity (PI) insurance solution for members, calling on a r...
Financial planning
The Money Management Financial Planner of the Year Award is now in its 15th year since awarding the inaugural prize in 1989 to David Worley....
Financial planning
It appears that employees within the Australian financial services industry can breathe easier after the release of the latest quarterly TMP Worldwide Job Index, though t...
Financial planning
Royal and Sun Alliance (R&SA) Financial Services will look to dramatically expand its local distribution capacity after putting months of speculation about its ownership ...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has changed its membership structure, fees and benefits in an attempt to increase its market presence....
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MARKET INSIGHTS
Podcast
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?...