Nicole Szollos

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Financial planning

28 Mar

Search continues for InvestorWeb Chairman

InvestorWeb are continuing the search for a new Non-Executive chairman for its Board of Directors, following the resignation of Christopher Grubb last month....

Financial planning

28 Mar

Wealthpoint chair departs with option payout

A capital restructure move for financial services group Wealthpoint has cancelled 77.4 million options and led to a board restructure with Chairman Gil Hoskins stepping d...

Financial planning

26 Mar

Mortgage schemes fail as ASIC cracks down.

With the October deadline for unregulated mortgage investment schemes fast approaching, the Australian Securities and Investment Commission (ASIC) says there are still $2...

Financial planning

22 Mar

Invesco restructure continues

Invesco Asset Management has made further staff changes following its acquisition of County Investment Management....

Financial planning

20 Mar

Investec buys up in Australia & South Africa

Investec has made a further push into southern hemisphere financial services with the acquisition of a business in Australia and planned acquisition of a firm in South Af...

Financial planning

19 Mar

Investor Group merges with PKF

Accounting and financial planning consolidator Investor Group (IGP) has revealed its biggest corporate play to date, merging with accountancy giant PKF....

Financial planning

16 Mar

Former advisers face more Wattle charges

Two investment advisers involved in promotion of Wattle Group scheme have been charged with offering illegal investments in the scheme and other breaches of the Corporati...

Financial planning

15 Mar

Survey respondents spill sales secrets

</B>There are three main ways financial planners market their business, says consultant Carol Davis of Carol Davis & Associates. Davis has recently completed the Resnik/I...

Financial planning

15 Mar

AdvantEdge phones it in

The MLC AdvantEdge financial services program has scored the box seat, striking a deal with Telstra to supply a range of financial services to the 55,000 employees of the...

Financial planning

15 Mar

The lure of listing

Financial services companies have normally had a minor presence on the Australian Stock Exchange (ASX), but with a record number of groups listing last year, it seems 200...