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Showing 11 - 13 of 13 results for "IPL"

ASIC forces iPlan to hire compliance expert

MATT WOODINGTON  |  THURSDAY, 9 JUN 2011
ASIC has imposed new conditions on iPlan's Australian financial services (AFS) licence after it unearthed a conflict of interest relating to the use of investment platforms. Under the terms of its revised licence iPlan must appoint an independent compliance ...

Adviser Toolbox free for planners

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
New planning website, Adviser Toolbox, taps imminent regulatory reforms to appeal to planners. The group, owned by boutique financial planning business Iplanner, was created by advisers, paraplanners and software technicians as an efficient online financial ...

Morningstar to buy Ibbotson

Morningstar Research is to acquire Ibbotson Associates, potentially transforming the group from minor player to major league in the US managed retirement accounts market. In an all-cash deal of just over $80 million for Ibbotson, Morningstar could take ...
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