AMP financial planner Harry Moustakas CFP has won the NSW wealth accumulation category of the Financial Planning Association’s inaugural Value of Advice Awards....
Independently owned dealer group Mawson Securities Group is poised to merge with an as yet undisclosed dealer group of a slightly smaller size and similar culture....
A survey by ACNielsen Australia has found that nearly three-quarters of 3,000 respondents hold a positive impression of the services offered by planners....
AMP Capital Investors has temporarily opened its Structured High Yield Fund to retail investors to celebrate the institutional fund reaching a milestone $1 billion in FUM...
Perth-based dealer group Wealthsure has licensed a new planning practice established by the son of Ian Bristow, who earlier this month put Melbourne planning firm Money M...
AIG Life has appointed Stuart Harrison as the new managing director of its Australian business, replacing David Whyte, who left the company earlier this year....
Two new self-managed superannuation fund courses offered by the University of Adelaide have become the first ever university courses to be accredited by the SMSF Professi...
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...