Financial Planners

Finding the best of breed solutions to practice management issues has been a hot topic with dealer groups over the ...

Financial planning is too complex! It is a catchcry that many financial planners can relate to and have probably uttered ...

Ex-headof financial services at St George Bank Paul Kofod will join the Commonwealth Bank (CBA) as head of private banking.Kofod’s ...

CitigroupAsset Managementhas warned financial planners, in light of the war in Iraq and a continued global downturn, of the importance ...

For me, two key issues emerged out of the recentAustralian Securities and Investments Commission(ASIC)/Australian Consumers’ Association (ACA) shadow shopping survey. ...

APIR Systemshas signed up Brisbane-based dealer groupAustralian Investment and Financial Planners(AI&FP) as the first full-service user of its Compliance Reference ...

Financialservices education and compliance providerIntegratecwill expand into stockbroking education following Bell Potter Securities joining its online continuing professional development (CPD) ...

TheAlternative Investment Management Association (AIMA) is to launch a series of forums in a bid to educate financial planners on ...

TheFinancial Planning Association’s (FPA) attempt to set up its own in-house professional indemnity (PI) insurance scheme for members has suffered ...