The Victorian Government will offer a tender to financial planning groups to provide fee for service advice for more than 100,000 public sector retirees....
An adviser banned by the Australian Securities and Investment Commission (ASIC) for involvement in the Wattle Group has had the ban set aside after an appeal to the Admin...
Dominic Alafaci has become the third Melbourne-based financial planner in a row to win the Money Management Financial Planner of the Year....
The Association of Financial Advisers (AFA) has hit out at the delay of the Financial Services Reform Bill (FSRB), saying the Federal Government should re-examine existin...
Inaugural president of the Financial Planning Association Bernie Walshe has been awarded life membership of the FPA....
The Financial Planning Association (FPA) will pay board members $290,000 in directors’ fees during the next year. ...
Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....
A new generation of financial planning groups is driving change in the industry, forcing existing planners to start valuing their clients and fighting for their loyalty, ...
Financial planners who are not giving their clients choice and integrated service will fail, says National’s head of global financial services, Peter Flavel....
Q) What has been your best business decision in the past year? ...
As a teenager, John Wotherspoon was uncertain about which career path to follow. After being taken by his father to seek the guidance of a career’s adviser, Wotherspoon w...
Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....
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...