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01 November 2007 • By • 1 min read

IWL and CBA merger at final turn

A Supreme Court ruling is all that stands in the way of the proposed merger between CBA and IWL.The Commonwealth Bank of Australia (CBA) is ...

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Taggart launches finance hub

Home-based enterprises can tap into an online financial services resource launched by veteran planner Jim Taggart.Sydney advisory business The Taggart ...

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Patersons expands business reach

Patersons Securities has established a funds management division.Australia's largest independently-owned stockbroker Patersons Securities has added a ...

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Apple Isle advisers join forces

Tasmanian firm buys second advice business.Financial services group Tasmanian Perpetual Trustees is on the acquisition trail after buying a ...

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Wide Bay bids again for Mackay

Mackay Permanent receives higher bid from Wide Bay but not ready to sell.Mackay Permanent (MPB) shareholders have been encouraged to take no action in ...

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IWL shareholders vote yes to CBA merger

IWL shareholders vote overwhelmingly in favour of the CBA merger.The proposed merger between IWL and Commonwealth Bank of Australia (CBA) is a step ...

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Adviser pleads guilty to fraud

Cairns-based planner pleads guilty to 14 fraud charges.A former financial planner who allegedly embezzled more than $970,000 of client dollars has ...

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BT takes super to next level

Australian workers can now convert credit card points into super savings through BT's new online super offering.BT Financial Group is hoping its ...

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Axa scores accolades

Creative insurance products have helped Axa to scoop two awards.Axa has been awarded the best life insurance company and best risk manager of the year ...

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Succession boosts profits

Planners are missing out on boosting their profitability fourfold by not having an exit strategy in place.Financial planning principals could make ...

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