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The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...
Financial planning
Small advisories will need to partner in networks to share technology solutions if they want to survive in a shrinking industry that is becoming more expensive to operate...
Financial planning
Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...
Financial planning
Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....
Features
Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
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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?...