Financial Planning

A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks...

There’s a special club known as the Mile High Club and if anyone was ever going to join it, short...

Bendigo Investment Services (BIS) has restructured its financial planning division by abandoning the traditional adviser reporting lines through state managers...

BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to...

One of the often quoted reasons for the so-called ‘great divide’ between accountants and financial planners is that they have...

The Australian Securities and Investments Commission (ASIC) has warned it may ramp up its surveillance of financial planning groups to...

ING-owned dealer group RetireInvest has played down suggestions its franchised proprietors and financial planners are unhappy, despite a small group...

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

Australia’s prudential regulator is in a stronger position to monitor the banking, general insurance and superannuation industries thanks to receiving...

A new survey has reinforced superannuation fund member apathy towards choice of fund with findings that only one in 10...