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Financial planning
Financial Services Partners (FSP) is relocating its Melbourne administrative functions to Sydney in a reorganisation of its back-office structure....
People & Products
Count Financial chief operating officer Marianne Perkovic has been appointed to the group’s Board, taking over the seat vacated by director and deputy managing director K...
Financial planning
IWL Limited released results today for the half-year to 31 December 2003, reporting a record net profit after tax of $2.51 million - an increase of 631 per cent compared ...
Financial planning
IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...
Financial planning
Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...
Financial planning
Praemium Portfolio Services has struck a deal with InvestmentLink to offer advisers consolidated reporting and online transactions across all platforms and fund managers....
Financial planning
Contango Asset Management is set to launch a micro-cap listed investment company (LIC) in March and add to the swarm of LIC investment vehicles that have hit the market o...
Financial planning
IDT has brokered an agreement with education provider IntegraTec that will see the planning software company provide a reference manual for financial services professiona...
Financial planning
IWL has forecast a 150 per cent increase in operating revenue for the six month period to December 2003 on the back of a market-led turnaround of the group’s new ex-Sanfo...
Financial planning
Platform provider Navigator has moved to pass on savings from its core platform product in the market being more stable, by reducing the fees it charges, particularly to ...
Financial planning
Investment Diversity, the group launched by former Navigator managing director Mat Walker in November last year, has signed up eight dealer groups to its online integrate...
Financial planning
Financial planning firm Financial Services Partners has begun the new year by flagging acquisition negotiations, upcoming changes to its risk product range and two new ap...
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
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Financial planning
Want to increase your business? Improve client retention? Lower operating costs? Debbie Mayo-Smith says it is all about mastering technology....
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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?...