15 December 2009 | Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Helen Blackford taking key roles.
30 September 2009 | Money Management has launched a new service for readers. Stay in touch with the stories impacting your industry with our weekly video News Roundup.
24 September 2009 | Colonal First State has restructured its financial planning businesses into a single entity.
5 August 2009 | Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the leading bank dealer group.
26 June 2009 | Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients.
8 May 2009 | After a long period of wealth creation, wealth protection is suddenly popular again. BENJAMIN LEVY takes a look at the life risk industry in 2009.
1 May 2009 | Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin lending strategy.
3 October 2008 | Insurance sales soar as market tremors drive people to buy risk protection from advisers.
23 September 2008 | Wealth Wise is ‘Practice of the Year’.
9 November 2007 | Alliance establishes online advice company.
10 May 2007 | Financial Wisdom has named Tim Browne as its new general manager, following the promotion to Colonial First State of its former head, Paul Barrett.
10 July 2006 | Discounts on health, lifestyle and retail services could help generate greater awareness of financial planning services, under a new initiative from dealer group Financial Wisdom.
9 November 2000 | FORMER Financial Wisdom financial planner Robyn Ann-Carrolle Cochrane has pleaded guilty to 28 charges of fraud, following an investigation by the Australian Securities and Investments Commission (ASIC).
1 November 2000 | Former investment adviser Robyn Ann-Carrolle Cochrane has pleaded guilty to 28 charges of fraud, following an investigation by the Australian Securities and Investments Commission (ASIC).
3 August 2000 | I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star ratings”, Money Management, July 7).
14 October 1999 | Two high profile former Prudential managers have established their own financial planning firm.
22 July 1999 | A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation’s ranks to set up shop on their own.
24 June 1999 | Former Financial Wisdom financial adviser Stuart John Forsythe has been gaoled for six years by the Newcastle District Court on 33 Aus-tralian Securities and Investment Commission (ASIC) charges involving about $1.4 million.
4 March 1999 | Colonial is to rationalise its banner groups from four to two — Financial Wisdom and Colonial Financial Services — following last year’s take-overs.