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Financial planning
Back-office software provider Advent has pulled out of the Australian market and closed its Melbourne office....
Financial planning
The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...
Financial planning
A number of senior AM Corporation staff, including managing director Trevor Howell and group general manager Graham Davison, have left the group after its purchase by IOO...
Financial planning
More than 90 per cent of the Stockford group has now been sold-off with only one large Sydney practice remaining in the hands of administrator KordaMentha, says Melborne-...
Financial planning
The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....
Editorial
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
Financial planning
The process involved in obtaining an Australian Financial Services (AFS) licence may be arduous and time-consuming but at least it’s relatively straight-forward. What is ...
Financial planning
Industry research house Lonsdale Securities (Lonsec) has signed an agreement with corporate credit ratings agency Rapid Ratings to provide it with credit ratings on the i...
Financial planning
IWL has added Boss life research to its Visiplan financial planning software as part of the full integration of Llink, the planning software of Accompli Technologies whic...
Financial planning
St George Margin Lending (SGML) can now approve applications for its margin lending products online in less than two minutes via its marketing and administrative software...
Financial planning
If you’re serious about marketing via newsletters there’s only one way to go argues Debbie Mayo-Smith – and that’s online....
Financial planning
Financial planning technology and research group IWL has broken off its agreement with the Australian Stock Exchange (ASX) to jointly develop a straight through processin...
Financial planning
The Money Management/Dexx&r Adviser Choice Risk Awards are the result of representatives from both groups meeting with a panel of advisers and experts active in the risk ...
Financial planning
Navigator Australia has moved into the provision of back office services with the rollout of what it is calling a back office master trust....
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
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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?...