Articles tagged with 'Financial-planning'

JM Asset Management turns to advisers to grow client list

17 December 2008 | High-net-worth clients targeted for IMAs.


Countplus announces tuck-in acquisition

16 December 2008 | Beames acquires Deakin Alliance.


Falling revenues fail to dent firm value

16 December 2008 | Quality firms 'still attracting a premium'.


Reality of downturn hits planners

12 December 2008 | October a turning point in sentiment.


Financial planning, managed investment disputes soar: Ombudsman

11 December 2008 | Areas most affected by economic downturn report biggest rises.


Financial Planner of the Year: Second time's a charm for this all-rounder

11 December 2008 | Peter Roan has once again impressed judges with his remarkable approach to financial planning and service to the community.


Financial Planner of the year: The benefits of a balanced approach to life planning

11 December 2008 | Wayne Leggett is quick to admit that he didn’t choose financial planning as a career and that it really chose him.


Focus on investment returns a 'fallacy'

9 December 2008 | Kerrigan pins blame for adviser business model failures.


MDS Financial closes planning arm Cube Financial

8 December 2008 | Decision made as part of 'strategic' refocus.


Queensland adviser banned

2 December 2008 | E-mails lead to banning by ASIC.


AXA plans to grow adviser network

1 December 2008 | Hopes to attract planners with new business offer.


First Westpoint class action settled

28 November 2008 | ASIC class action results in private settlements against Masu Financial Management.


No progress for Count's Mortgage Choice bid

27 November 2008 | Mortgage Choice boss claims business as usual.


Pillemer denies funding search

25 November 2008 | Centric head denies rumour of funding issues.


Analysts endorse AWM/IOOF merger

25 November 2008 | Analysts see upside in merger of IOOF and AWM.


Lambert lifts Count stake

25 November 2008 | Chairman buys up more Count shares.


NEWS UPDATE: AWM's Kelaher wins in scale play

24 November 2008 | AWM/IOOF merger delivers scale but reflects tough markets.


IOOF and AWM to merge

24 November 2008 | Key merger announcement.


Industry funds bang commissions drum

24 November 2008 | Industry funds claim commissions have more impact in bad markets.


NAB/MLC leverage FP 9000 standard

24 November 2008 | First Queensland planning practice to gain FP 9000 accreditation.


Teamwork the key in tough times

24 November 2008 | Expert urges planning principals to keep staff engaged in growth.


Path to CFP program smoothed

20 November 2008 | Exam length cut, degree qualifications abolished.


Mortgage brokers seek entry to financial planning

20 November 2008 | FPA research reveals trend.


High-net-worth clients want control

09:50 AM | And do not want to be told what to do.


Planning jobs drying up

7 November 2008 | New survey data reveals market downturn filtering into planning community.


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