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FINANCIAL PLANNING

INDUSTRY NEWS

Financial services specialist, Fiducian Group, is forecasting a positive future, reporting its UNPAT increased 28 per cent in the 2015 financial year....

INDUSTRY NEWS

To expand services offerings for digital and mobile engagement, Pillar has moved to use Financial Synergy’s Acurity platform....

INDUSTRY NEWS

The logistics of serving clients who often live miles away is a challenge for regional advisers but, as Jason Spits writes, the long distances are quickly offset by the r...

INDUSTRY NEWS

Association of Financial Advisers chief operating officer, Phil Anderson has been recruited by netwealth to head up governance and advice....

INDUSTRY NEWS

Career breaks, lower incomes and longer life expectancies could see females 30 per cent less retire-ready than males....

INDUSTRY NEWS

The ASX's mFund settlement service says tapping into the SMSF and financial broker customer segments remain key to its expansion....

INDUSTRY NEWS

Australian Unity’s acquisition of Premium Wealth Management alongside Waratah Insurance brokers and Flinders Australia has helped drive a strong increase in earnings....

INDUSTRY NEWS

Robo-advice firm, Ignition Wealth, announces a partnership with investment house, Lonsec Research....

INDUSTRY NEWS

Principals of advice groups should take an active role in recruiting new advisers or risk being disappointed by HR firms’ choices, a financial service broker warns....

INDUSTRY NEWS

Accounting and advice groups looking to expand their operations are becoming increasingly frustrated by the lack of sellers in the market....

INDUSTRY NEWS

UniSuper’s advice offices are now accredited under the FPA Professional Practice program, the first profit-to-member fund to do so....

INDUSTRY NEWS

Specialist dealer group, Accountable, has appointed OneVue as its digital platform provider, as the deadline for accountants to attain a licence to advise on SMSFs approa...

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MARKET INSIGHTS

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