FINANCIAL PLANNING GROUP

Financial planning

Western Australian financial planning group Plan B Financial Services has joined giant US-based wealth management network Zero Alpha Group....

Editorial

The advice business of AXA Asia Pacific has experienced a strong year of performance in 2005 with operating earnings up $14.5 million, or 69.7 per cent, to $35.3 million ...

Financial planning

Listed accountancy and financial planning firm Investor Group has continued its rapid expansion along the south eastern seaboard by acquiring two more accountancy busines...

Financial planning

IOOF will revamp its administrative platform for financial advisers by splitting its existing offering in half....

Financial planning

Expect fire and brimstone and all manner of damnation when the financial planning industry’s new code of conduct on soft dollar payment goes live on 1 January....

Financial planning

IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....

Editorial

Listed financial planning group Snowball had upgraded its profit forecast for the second time in a month, reporting today that it was on course to register a $1 million r...

Financial planning

Former Tower national sales manager Norman Howe and Mortgage Choice franchisee Mathew Holland have established a new financial planning and mortgage broking group, Advise...

Financial planning

Challenger Financial Services will finally offer an international equities fund to the retail market, following the formation of a manager selection and portfolio constru...

Editorial

Australia’s second largest independent dealer group, Count Financial, has upgraded its profit guidance on the back of what it has described as continued strong growth in ...

Financial planning

A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...

Financial planning

Sealcorp-owned financial planning group Securitor has expanded its strategic partnership with practice management specialist firm Strategic Consulting and Training....

Financial planning

A message to Robbie Bennetts from those who should know: be careful what you list for....

Financial planning

The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...

Financial planning

The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

David Williams

'Hypersensitised' advice is likely to be successful if based on a more hypersensitive approach to each person. This is ...

13 hours 41 minutes ago
JOHN GILLIES

I CAN NOT THINK OF A WORD TO SAY HOW BLOODY STUPID CAN YOU GET JG...

1 day 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago