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FINANCIAL PLANNING
INDUSTRY NEWS
Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....
INDUSTRY NEWS
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
INDUSTRY NEWS
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
INDUSTRY NEWS
Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....
INDUSTRY NEWS
Financial planning groups, Bleakleys and Advisor are undergoing a major restructure that could see the two merging and a number of the practices spinning off into other g...
INDUSTRY NEWS
The financial planning industry is about to go through a phase of uncertainty in its evolution into a major profession, says Jim Stackpool of Strategic Consulting and Tra...
INDUSTRY NEWS
Running an information evening for new staff has proven more successful than using placement agencies, says Greg Gunther of Gunther Doyle Financial Planning....
INDUSTRY NEWS
The difference in valuation between an average financial planning business and a premium business can vary by up to $370,000 depending on a number of factors, says MGI Me...
INDUSTRY NEWS
The proposed back-office alliance between Suncorp Metway and newly-listed NRMA Insurance Group has come to a halt, with the Suncorp choosing to look elsewhere....
INDUSTRY NEWS
Further problems have cropped up for the former Soho Lemon scheme managers, with Suncorp Metway calling in its loan on the Victorian farm....
INDUSTRY NEWS
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...