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People & Products
Having moved into the adviser and platform space, INGIM has now moved to boost its wholesale presence with the appointment of Jim McKay....
Financial planning
Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...
Editorial
Mike Taylor explains the consequences of the ACCC's surprising decision to halt NAB's acquisition of AXA Asia Pacific....
Editorial
As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...
Financial planning
The ACCC appears to have significantly over-estimated the impact on the Australian platforms market of NAB gaining control of AXA Asia Pacific....
Financial planning
As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...
Financial planning
Industry calls to develop more transparent fee structures in superannuation are fuelling demand for software companies to provide increased client information from admini...
People & Products
Former BTFG general manager advice and planning Geoff Lloyd has joined Perpetual as group executive for Private Wealth....
Financial planning
Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...
Financial planning
NAB is considering its options in the wake of the ACCC's decision to block its bid for AXA Asia Pacific - but none of them are simple or easy....
Financial planning
AXA's plans to extend the use of its Wealth.Net platform, which its North product currently sits on, has acted as the catalyst for the ACCC to block a proposed acquisitio...
Financial planning
Count Financial has issued a quarterly update predicting a 30 per cent lift in earnings per share and a 10 per cent rise in operating profit....
Financial planning
Plan B has announced that funds under management, administration or advice (FUMA) were $2.19 billion at the end of March, marking an overall increase of 19.7 per cent in ...
People & Products
Sentry Group has confirmed its appointment of HUB24 to provide unitised managed accounts and complementing services....
Financial planning
BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....
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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...